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 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.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $11,634 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,080 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $60,657 | $67,166-9.7% | $57,343+5.8% | $55,191+9.9% |
| Participation rate | 79.0% | 77.7%+1.3pp | 75.1%+3.9pp | 69.2%+9.9pp |
| Annual return | 0.38% | 4.22%-3.8pp | 24.39%-24.0pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,091 | $2,835+114.8% | $3,162+92.6% | $3,046+99.9% |
| Admin fee / account holder | $10 | $44-76.7% | $3,356-99.7% | $91-88.8% |