Filed June 14, 2005 (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 |
|---|---|---|
CURCIO WEBB1+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $58,750 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,693 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $106,923 | $81,321+31.5% | $68,509+56.1% | $59,188+80.6% |
| Participation rate | 98.5% | 83.8%+14.7pp | 74.7%+23.8pp | 69.4%+29.1pp |
| Annual return | 0.99% | 4.65%-3.7pp | 8.27%-7.3pp | 5.51%-4.5pp |
| Employer contribution / active EE | $6,265 | $3,297+90.0% | $2,278+175.0% | $2,098+198.6% |
| Participant deferral / active EE | $7,274 | $4,592+58.4% | $3,382+115.0% | $3,265+122.8% |
| Admin fee / account holder | $46 | $62-25.0% | $5,275-99.1% | $92-49.8% |