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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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $245,364 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $388 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,914 | $61,473+113.0% | $81,930+59.8% | $73,409+78.3% |
| Participation rate | 93.8% | 72.4%+21.4pp | 72.0%+21.8pp | 72.2%+21.7pp |
| Annual return | 13.36% | 28.26%-14.9pp | 29.49%-16.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $7,213 | $1,898+280.1% | $4,310+67.4% | $2,234+223.0% |
| Participant deferral / active EE | $7,379 | $3,080+139.6% | $7,107+3.8% | $3,805+93.9% |
| Admin fee / account holder | $330 | $125+162.9% | $5,158-93.6% | $158+108.9% |