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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,837 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $87,653 | $62,723+39.7% | $142,863-38.6% | $86,799+1.0% |
| Participation rate | 90.2% | 62.6%+27.6pp | 71.9%+18.3pp | 72.3%+17.9pp |
| Annual return | 15.40% | 17.62%-2.2pp | 5637.54%-5622.1pp | 97.91%-82.5pp |
| Employer contribution / active EE | $6,587 | $1,627+304.9% | $4,144+59.0% | $2,405+173.8% |
| Participant deferral / active EE | $6,409 | $3,039+110.9% | $3,837+67.0% | $4,131+55.1% |
| Admin fee / account holder | $92 | $140-33.8% | $6,560-98.6% | $170-45.5% |