See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $477,034 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $20,493 |
FOX ROTHSCHILD LLP4 years Service code 29 · EIN 23-1404723 | Legal | $8,844 |
FINANCIAL MANAGEMENT NETWORK5+ years Service code 26 · EIN 33-0490707 | Advisory (Participants) | $6,266 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,867 | $105,247-12.7% | $87,100+5.5% | $77,787+18.1% |
| Participation rate | 96.9% | 85.8%+11.1pp | 76.9%+20.1pp | 73.2%+23.7pp |
| Annual return | 23.05% | 24.52%-1.5pp | 28.19%-5.1pp | 32.57%-9.5pp |
| Employer contribution / active EE | $4,018 | $2,895+38.8% | $2,521+59.3% | $2,504+60.4% |
| Participant deferral / active EE | $5,682 | $5,060+12.3% | $4,049+40.3% | $3,967+43.2% |
| Admin fee / account holder | $189 | $104+81.0% | $7,497-97.5% | $100+89.0% |