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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $339,872 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $3,326 |
CHARLES SCHWAB & CO., INC.5+ 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 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 | $46,702 | $65,708-28.9% | $76,817-39.2% | $77,787-40.0% |
| Participation rate | 91.1% | 79.0%+12.1pp | 72.1%+19.0pp | 73.2%+17.9pp |
| Annual return | 20.36% | 49.86%-29.5pp | 1166.11%-1145.7pp | 32.57%-12.2pp |
| Employer contribution / active EE | $2,076 | $2,167-4.2% | $2,302-9.8% | $2,504-17.1% |
| Participant deferral / active EE | $3,322 | $3,254+2.1% | $3,336-0.4% | $3,967-16.3% |
| Admin fee / account holder | $90 | $91-0.4% | $6,420-98.6% | $100-9.6% |