Filed February 21, 2002 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,214 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,459 | $47,078-54.4% | $100,671-78.7% | $55,191-61.1% |
| Participation rate | 94.3% | 58.0%+36.2pp | 70.7%+23.6pp | 69.2%+25.1pp |
| Annual return | 0.89% | 0.65%+0.2pp | 20.43%-19.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $5,115 | $1,065+380.1% | $4,012+27.5% | $1,899+169.4% |
| Participant deferral / active EE | $3,760 | $2,038+84.5% | $3,144+19.6% | $3,046+23.4% |
| Admin fee / account holder | $3 | $153-97.9% | $4,850-99.9% | $91-96.5% |