Filed January 5, 2000
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 | $98,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,607 | $122,693-28.6% | $184,203-52.4% | $199,593-56.1% |
| Participation rate | 88.5% | 86.8%+1.7pp | 86.8%+1.7pp | 72.0%+16.5pp |
| Annual return | 22.55% | 143.91%-121.4pp | 28.81%-6.3pp | 34.25%-11.7pp |
| Employer contribution / active EE | $2 | $4,584-100.0% | $6,427-100.0% | $3,034-99.9% |
| Participant deferral / active EE | $6,719 | $7,990-15.9% | $9,131-26.4% | $5,087+32.1% |
| Admin fee / account holder | $25 | $121-79.0% | $13,901-99.8% | $269-90.6% |