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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,341 |
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 | $43,866 | $30,147+45.5% | $58,482-25.0% | $80,160-45.3% |
| Participation rate | 9.9% | 34.4%-24.5pp | 50.9%-41.0pp | 72.9%-63.1pp |
| Annual return | 16.56% | 21.97%-5.4pp | 4239.32%-4222.8pp | 40.38%-23.8pp |
| Employer contribution / active EE | $42 | $528-92.1% | $1,053-96.0% | $2,978-98.6% |
| Participant deferral / active EE | $328 | $1,249-73.8% | $1,924-83.0% | $5,017-93.5% |
| Admin fee / account holder | $123 | $195-36.7% | $2,516-95.1% | $145-15.0% |