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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,390 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,567 | $86,791+57.4% | $115,037+18.7% | $59,188+130.7% |
| Participation rate | 88.8% | 72.8%+15.9pp | 81.4%+7.4pp | 69.4%+19.4pp |
| Annual return | -1.15% | 4.44%-5.6pp | 26.14%-27.3pp | 5.51%-6.7pp |
| Employer contribution / active EE | $1,226 | $2,950-58.4% | $4,608-73.4% | $2,098-41.6% |
| Participant deferral / active EE | $7,928 | $5,298+49.7% | $6,026+31.6% | $3,265+142.8% |
| Admin fee / account holder | $11 | $95-88.9% | $8,175-99.9% | $92-88.6% |