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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,810 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $168,019 | $88,874+89.1% | $123,544+36.0% | $75,289+123.2% |
| Participation rate | 87.5% | 75.9%+11.7pp | 82.3%+5.2pp | 72.4%+15.1pp |
| Annual return | -3.48% | 4.22%-7.7pp | 119.20%-122.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,215 | $3,256-62.7% | $4,628-73.7% | $2,405-49.5% |
| Participant deferral / active EE | $8,475 | $6,174+37.3% | $6,426+31.9% | $3,739+126.7% |
| Admin fee / account holder | $9 | $95-90.1% | $9,284-99.9% | $102-90.9% |