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 LLP3+ years Service code 10 · EIN 13-1639826 | Accounting | $21,525 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,323 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,417 | $92,091-33.3% | $62,995-2.5% | $77,958-21.2% |
| Participation rate | 50.8% | 74.5%-23.7pp | 74.8%-24.0pp | 71.6%-20.9pp |
| Annual return | 17.54% | 16.23%+1.3pp | 87.57%-70.0pp | 20.87%-3.3pp |
| Employer contribution / active EE | $831 | $3,424-75.7% | $2,759-69.9% | $2,310-64.1% |
| Participant deferral / active EE | $2,199 | $3,361-34.6% | $3,329-33.9% | $3,537-37.8% |
| Admin fee / account holder | $33 | $48-30.4% | $3,600-99.1% | $97-65.7% |