Filed January 31, 2021 (most recent of 8 filings on file)
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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,188 |
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 | $95,814 | $92,055+4.1% | $106,213-9.8% | $77,643+23.4% |
| Participation rate | 80.0% | 81.0%-1.0pp | 75.3%+4.7pp | 70.6%+9.4pp |
| Annual return | 16.29% | 17.91%-1.6pp | 116.14%-99.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,064 | $3,367-9.0% | $3,171-3.4% | $2,726+12.4% |
| Participant deferral / active EE | $6,293 | $5,386+16.8% | $5,016+25.5% | $4,647+35.4% |
| Admin fee / account holder | $76 | $219-65.2% | $11,033-99.3% | $430-82.3% |