Filed January 23, 1998
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $142,288 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,688 | $48,592+76.3% | $185,823-53.9% | $90,288-5.1% |
| Participation rate | 56.9% | 66.2%-9.4pp | 78.0%-21.2pp | 73.4%-16.5pp |
| Annual return | 18.60% | 68.51%-49.9pp | 35.95%-17.3pp | 53.97%-35.4pp |
| Employer contribution / active EE | $1,682 | $1,389+21.0% | $4,087-58.9% | $2,524-33.4% |
| Participant deferral / active EE | $5,376 | $3,463+55.2% | $5,632-4.5% | $4,232+27.0% |
| Admin fee / account holder | $93 | $77+20.2% | $9,500-99.0% | $114-18.3% |