Filed February 13, 2014 (most recent of 3 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,708 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $26,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,308 | $82,546-8.8% | $140,016-46.2% | $75,2890% |
| Participation rate | 99.0% | 88.4%+10.6pp | 87.5%+11.5pp | 72.4%+26.6pp |
| Annual return | -4.90% | -0.36%-4.5pp | 651.12%-656.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $5,428 | $3,856+40.8% | $5,606-3.2% | $2,405+125.7% |
| Participant deferral / active EE | $4,052 | $5,731-29.3% | $6,927-41.5% | $3,739+8.4% |
| Admin fee / account holder | $35 | $86-59.1% | $10,705-99.7% | $102-65.7% |