Filed December 8, 2015
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $350,854 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,425 | $84,030+27.8% | $126,539-15.1% | $102,872+4.4% |
| Participation rate | 95.7% | 58.3%+37.4pp | 69.8%+25.8pp | 73.0%+22.6pp |
| Annual return | 18.07% | 17.79%+0.3pp | 425.95%-407.9pp | 19.06%-1.0pp |
| Employer contribution / active EE | $4,029 | $3,287+22.6% | $3,674+9.7% | $3,526+14.3% |
| Participant deferral / active EE | $9,139 | $3,749+143.8% | $4,083+123.8% | $5,535+65.1% |
| Admin fee / account holder | $91 | $299-69.6% | $6,065-98.5% | $292-68.9% |