Filed May 5, 1997
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 | $101,570 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,088 | $128,899+101.8% | $113,168+129.8% | $102,872+152.8% |
| Participation rate | 98.9% | 87.0%+11.8pp | 76.6%+22.3pp | 73.0%+25.8pp |
| Annual return | 15.29% | 15.88%-0.6pp | 24.27%-9.0pp | 19.06%-3.8pp |
| Employer contribution / active EE | $4,812 | $3,713+29.6% | $2,975+61.7% | $3,526+36.5% |
| Participant deferral / active EE | $10,778 | $6,787+58.8% | $5,107+111.0% | $5,535+94.7% |
| Admin fee / account holder | $78 | $129-39.7% | $12,068-99.4% | $292-73.3% |