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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,220 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,803 | $58,644+49.7% | $177,989-50.7% | $199,593-56.0% |
| Participation rate | 60.3% | 65.5%-5.2pp | 77.1%-16.8pp | 72.0%-11.7pp |
| Annual return | 16.26% | 19.25%-3.0pp | 294.48%-278.2pp | 34.25%-18.0pp |
| Employer contribution / active EE | $1,953 | $1,801+8.4% | $3,949-50.5% | $3,034-35.6% |
| Participant deferral / active EE | $6,470 | $4,248+52.3% | $6,276+3.1% | $5,087+27.2% |
| Admin fee / account holder | $87 | $145-40.2% | $10,363-99.2% | $269-67.7% |