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 |
|---|---|---|
BENJAMIN MOORE & CO.1 year Service code 10 · EIN 13-5256230 | Accounting | $54,200 |
EISNERAMPER LLP5+ years Service code 10 · EIN 13-1639826 | Accounting | $28,080 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,835 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,153 | $96,403+36.0% | $93,606+40.1% | $77,787+68.6% |
| Participation rate | 97.9% | 87.6%+10.2pp | 75.8%+22.0pp | 73.2%+24.6pp |
| Annual return | 20.53% | 39.36%-18.8pp | 32.76%-12.2pp | 32.57%-12.0pp |
| Employer contribution / active EE | $3,673 | $3,616+1.6% | $2,718+35.1% | $2,504+46.7% |
| Participant deferral / active EE | $7,117 | $5,341+33.2% | $4,069+74.9% | $3,967+79.4% |
| Admin fee / account holder | $43 | $90-52.5% | $7,888-99.5% | $100-57.5% |