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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,765 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $70,530 | $54,121+30.3% | $134,143-47.4% | $73,409-3.9% |
| Participation rate | 94.5% | 64.4%+30.1pp | 72.2%+22.3pp | 72.2%+22.3pp |
| Annual return | 27.34% | -312.52%+339.9pp | 36.33%-9.0pp | 59.29%-32.0pp |
| Employer contribution / active EE | $3,863 | $1,402+175.6% | $3,704+4.3% | $2,234+73.0% |
| Participant deferral / active EE | $4,744 | $2,844+66.8% | $3,499+35.6% | $3,805+24.7% |
| Admin fee / account holder | $77 | $132-41.9% | $6,684-98.8% | $158-51.3% |