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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,373 | $136,266-13.1% | $90,749+30.4% | $77,904+51.9% |
| Participation rate | 96.9% | 86.6%+10.2pp | 75.7%+21.2pp | 73.7%+23.2pp |
| Annual return | -14.45% | -11.32%-3.1pp | -12.16%-2.3pp | 12.21%-26.7pp |
| Employer contribution / active EE | $4,459 | $4,215+5.8% | $2,921+52.6% | $2,848+56.6% |
| Participant deferral / active EE | $8,529 | $6,353+34.3% | $4,564+86.9% | $4,806+77.5% |
| Admin fee / account holder | $24 | $399-94.0% | $8,445-99.7% | $133-81.9% |