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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,540 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $52 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $149,266 | $47,126+216.7% | $149,673-0.3% | $74,419+100.6% |
| Participation rate | 97.9% | 63.4%+34.5pp | 78.8%+19.1pp | 70.7%+27.1pp |
| Annual return | 18.15% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,839 | $1,905+101.5% | $4,818-20.3% | $2,637+45.6% |
| Participant deferral / active EE | $10,681 | $2,728+291.6% | $5,680+88.0% | $4,528+135.9% |
| Admin fee / account holder | $13 | $343-96.2% | $13,210-99.9% | $348-96.2% |