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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $31,471 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,215 | $80,354-46.2% | $133,980-67.7% | $63,975-32.5% |
| Participation rate | 90.6% | 87.5%+3.1pp | 87.1%+3.6pp | 71.1%+19.5pp |
| Annual return | 19.22% | 13.11%+6.1pp | 29.30%-10.1pp | 48.65%-29.4pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,485 | $5,239-52.6% | $6,282-60.4% | $3,356-26.0% |
| Admin fee / account holder | $13 | $69-81.8% | $9,324-99.9% | $70-82.1% |