Filed September 22, 2000 (most recent of 2 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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,151 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $1,317 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $140,145 | $131,799+6.3% | $200,582-30.1% | $85,563+63.8% |
| Participation rate | 87.0% | 87.9%-0.9pp | 86.9%+0.1pp | 66.0%+21.0pp |
| Annual return | 22.91% | 21.59%+1.3pp | 42.33%-19.4pp | 31.51%-8.6pp |
| Employer contribution / active EE | $6,882 | $4,532+51.9% | $6,419+7.2% | $2,654+159.3% |
| Participant deferral / active EE | $12,341 | $7,702+60.2% | $9,331+32.3% | $4,375+182.1% |
| Admin fee / account holder | $41 | $235-82.6% | $16,305-99.7% | $834-95.1% |