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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,196 | $31,741+26.6% | $56,411-28.7% | $199,593-79.9% |
| Participation rate | 9.2% | 32.3%-23.2pp | 52.5%-43.3pp | 72.0%-62.8pp |
| Annual return | 14.32% | 14.72%-0.4pp | 1701.33%-1687.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $107 | $508-79.0% | $1,039-89.7% | $3,034-96.5% |
| Participant deferral / active EE | $313 | $1,184-73.5% | $1,952-83.9% | $5,087-93.8% |
| Admin fee / account holder | $110 | $426-74.2% | $2,829-96.1% | $269-59.1% |