Filed February 28, 2006 (most recent of 3 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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $119,895 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,485 | $123,077+38.5% | $116,228+46.7% | $102,872+65.7% |
| Participation rate | 97.9% | 87.0%+10.9pp | 74.6%+23.3pp | 73.0%+24.9pp |
| Annual return | 13.86% | 15.84%-2.0pp | 90.06%-76.2pp | 19.06%-5.2pp |
| Employer contribution / active EE | $6,677 | $4,380+52.4% | $2,994+123.0% | $3,526+89.3% |
| Participant deferral / active EE | $10,087 | $6,746+49.5% | $4,953+103.7% | $5,535+82.3% |
| Admin fee / account holder | $47 | $115-59.7% | $11,989-99.6% | $292-84.1% |