Filed March 17, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,827 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $193 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,061 | $87,841+234.8% | $133,980+119.5% | $62,891+367.6% |
| Participation rate | 87.0% | 83.4%+3.6pp | 87.1%-0.1pp | 69.3%+17.7pp |
| Annual return | 5.95% | 12.05%-6.1pp | 29.30%-23.4pp | 20.14%-14.2pp |
| Employer contribution / active EE | $11,578 | $3,483+232.4% | $5,211+122.2% | $2,281+407.6% |
| Participant deferral / active EE | $8,020 | $4,812+66.7% | $6,282+27.7% | $3,203+150.4% |
| Admin fee / account holder | $18 | $5,371-99.7% | $9,324-99.8% | $4,296-99.6% |