Filed February 28, 2006
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: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $593,275 | $100,801+488.6% | $149,696+296.3% | $73,409+708.2% |
| Participation rate | 90.2% | 77.7%+12.5pp | 82.5%+7.8pp | 72.2%+18.1pp |
| Annual return | 8.66% | 265.34%-256.7pp | 276.60%-267.9pp | 59.29%-50.6pp |
| Employer contribution / active EE | $26,409 | $3,312+697.5% | $4,644+468.6% | $2,234+1082.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-99.9% | $9,309-100.0% | $158-99.8% |