Filed August 5, 2013
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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,993 | $30,086+46.2% | $61,373-28.3% | $64,808-32.1% |
| Participation rate | 13.4% | 36.4%-22.9pp | 52.6%-39.1pp | 71.5%-58.0pp |
| Annual return | -15.62% | -13.99%-1.6pp | 338.61%-354.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $63 | $536-88.3% | $1,159-94.6% | $2,506-97.5% |
| Participant deferral / active EE | $494 | $1,126-56.1% | $2,125-76.7% | $4,310-88.5% |
| Admin fee / account holder | $181 | $148+22.5% | $2,130-91.5% | $188-3.4% |