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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,019 |
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 | $46,082 | $35,197+30.9% | $53,898-14.5% | $102,872-55.2% |
| Participation rate | 9.5% | 29.6%-20.1pp | 55.0%-45.5pp | 73.0%-63.6pp |
| Annual return | 15.47% | 17.55%-2.1pp | 528.60%-513.1pp | 19.06%-3.6pp |
| Employer contribution / active EE | $108 | $713-84.9% | $932-88.4% | $3,526-96.9% |
| Participant deferral / active EE | $371 | $1,333-72.2% | $1,826-79.7% | $5,535-93.3% |
| Admin fee / account holder | $131 | $834-84.3% | $2,491-94.8% | $292-55.3% |