Filed January 18, 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 |
|---|---|---|
EISNERAMPER LLP10+ years Service code 10 · EIN 87-1363769 | Accounting | $29,120 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,499 | $91,621-11.0% | $67,511+20.7% | $77,671+4.9% |
| Participation rate | 70.9% | 76.0%-5.0pp | 72.9%-2.0pp | 70.6%+0.3pp |
| Annual return | 16.87% | 14.87%+2.0pp | 3517.41%-3500.5pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,407 | $3,184-55.8% | $2,733-48.5% | $2,726-48.4% |
| Participant deferral / active EE | $3,853 | $3,906-1.4% | $4,000-3.7% | $4,648-17.1% |
| Admin fee / account holder | $37 | $176-79.1% | $3,999-99.1% | $430-91.5% |