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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,860 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $184,584 | $96,458+91.4% | $136,294+35.4% | $77,958+136.8% |
| Participation rate | 87.5% | 75.4%+12.1pp | 81.9%+5.6pp | 71.6%+15.9pp |
| Annual return | 20.54% | 23.78%-3.2pp | 5155.94%-5135.4pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,303 | $3,144-58.6% | $4,695-72.2% | $2,310-43.6% |
| Participant deferral / active EE | $8,111 | $5,902+37.4% | $6,247+29.8% | $3,537+129.4% |
| Admin fee / account holder | $11 | $80-86.0% | $9,243-99.9% | $97-88.4% |