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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,951 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $50,992 |
Service code 26 · EIN 35-2469176 | Advisory (Participants) | $7,522 |
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 | $131,057 | $96,393+36.0% | $142,449-8.0% | $96,393+36.0% |
| Participation rate | 98.4% | 71.3%+27.1pp | 76.8%+21.6pp | 71.3%+27.1pp |
| Annual return | 17.26% | 22.88%-5.6pp | 19.99%-2.7pp | 22.88%-5.6pp |
| Employer contribution / active EE | $9,046 | $3,238+179.3% | $4,847+86.6% | $3,238+179.3% |
| Participant deferral / active EE | $7,308 | $5,455+34.0% | $6,283+16.3% | $5,455+34.0% |
| Admin fee / account holder | $16 | $74-78.2% | $10,011-99.8% | $74-78.2% |