Filed April 15, 2008
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 | $18,850 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,417 | $73,404-31.3% | $87,100-42.1% | $67,579-25.4% |
| Participation rate | 86.8% | 80.9%+6.0pp | 76.9%+10.0pp | 71.3%+15.6pp |
| Annual return | 19.81% | 48.29%-28.5pp | 28.19%-8.4pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,361 | $2,014-32.4% | $2,521-46.0% | $2,148-36.6% |
| Participant deferral / active EE | $3,563 | $3,913-8.9% | $4,049-12.0% | $3,539+0.7% |
| Admin fee / account holder | $18 | $142-87.1% | $7,497-99.8% | $142-87.2% |