Filed October 18, 2004
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 |
|---|---|---|
Service code 28 · EIN 76-0451829 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $133,975 | $54,320+146.6% | $67,652+98.0% | $52,331+156.0% |
| Participation rate | 96.0% | 73.6%+22.4pp | 75.7%+20.3pp | 68.1%+27.8pp |
| Annual return | 1.15% | 6.81%-5.7pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,886 | $1,544+216.5% | $2,266+115.6% | $1,882+159.6% |
| Participant deferral / active EE | $5,698 | $2,950+93.1% | $3,560+60.1% | $3,022+88.5% |
| Admin fee / account holder | $114 | $527-78.3% | $4,821-97.6% | $592-80.7% |