Filed April 29, 2006 (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 8-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.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,555 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $3,382 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $30,158 | $55,002-45.2% | $59,878-49.6% | $56,287-46.4% |
| Participation rate | 65.9% | 75.9%-10.0pp | 74.7%-8.8pp | 69.9%-3.9pp |
| Annual return | -3.92% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $30 | $236-87.5% | $3,590-99.2% | $521-94.3% |