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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,610 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,480 | $85,635+79.2% | $123,892+23.9% | $63,975+139.9% |
| Participation rate | 88.6% | 74.9%+13.7pp | 81.4%+7.2pp | 71.1%+17.5pp |
| Annual return | 13.10% | 15.74%-2.6pp | 47.52%-34.4pp | 48.65%-35.6pp |
| Employer contribution / active EE | $1,264 | $3,076-58.9% | $4,617-72.6% | $2,182-42.1% |
| Participant deferral / active EE | $7,982 | $5,667+40.9% | $5,984+33.4% | $3,356+137.8% |
| Admin fee / account holder | $11 | $75-86.0% | $8,357-99.9% | $70-85.1% |