Filed December 28, 2009 (most recent of 5 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 | $257,370 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $29,982 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | 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 | $139,469 | $106,520+30.9% | $152,466-8.5% | $106,520+30.9% |
| Participation rate | 98.4% | 71.3%+27.0pp | 78.2%+20.2pp | 71.3%+27.0pp |
| Annual return | 13.75% | 19.28%-5.5pp | 757.33%-743.6pp | 19.28%-5.5pp |
| Employer contribution / active EE | $8,380 | $2,840+195.0% | $4,327+93.7% | $2,840+195.0% |
| Participant deferral / active EE | $6,494 | $4,948+31.3% | $5,820+11.6% | $4,948+31.3% |
| Admin fee / account holder | $16 | $75-78.5% | $15,805-99.9% | $75-78.5% |