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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,193 |
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 | $93,443 | $58,778+59.0% | $129,207-27.7% | $77,643+20.3% |
| Participation rate | 80.2% | 59.2%+21.0pp | 69.6%+10.6pp | 70.6%+9.7pp |
| Annual return | 16.60% | 24.73%-8.1pp | 9417.33%-9400.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $5,836 | $1,952+199.0% | $4,153+40.5% | $2,726+114.1% |
| Participant deferral / active EE | $5,148 | $3,212+60.2% | $4,168+23.5% | $4,647+10.8% |
| Admin fee / account holder | $96 | $589-83.6% | $7,715-98.8% | $430-77.6% |