Filed November 17, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,650 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $310 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,414 | $46,292+162.3% | $143,757-15.5% | $64,808+87.3% |
| Participation rate | 96.8% | 64.2%+32.5pp | 80.3%+16.4pp | 71.5%+25.3pp |
| Annual return | -15.49% | -10.05%-5.4pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,671 | $1,910+92.2% | $4,951-25.9% | $2,506+46.5% |
| Participant deferral / active EE | $9,917 | $2,646+274.9% | $5,637+75.9% | $4,310+130.1% |
| Admin fee / account holder | $13 | $154-91.4% | $14,673-99.9% | $188-93.0% |