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.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,155 |
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,013 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $36,499 | $53,678-32.0% | $69,455-47.4% | - |
| Participation rate | 59.6% | 80.2%-20.6pp | 74.6%-15.0pp | - |
| Annual return | 19.94% | 11.59%+8.3pp | 28.97%-9.0pp | - |
| Employer contribution / active EE | $0 | $2,469-100.0% | $2,779-100.0% | - |
| Participant deferral / active EE | $0 | $3,620-100.0% | $3,535-100.0% | - |
| Admin fee / account holder | $30 | $3,899-99.2% | $3,839-99.2% | - |