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 | $22,561 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,128 | $95,388+136.0% | $125,339+79.6% | $77,904+189.0% |
| Participation rate | 83.2% | 78.6%+4.6pp | 82.4%+0.8pp | 73.7%+9.5pp |
| Annual return | -3.00% | 116.19%-119.2pp | 572.05%-575.1pp | 12.21%-15.2pp |
| Employer contribution / active EE | $1,100 | $3,666-70.0% | $4,814-77.1% | $2,848-61.4% |
| Participant deferral / active EE | $10,115 | $7,711+31.2% | $7,446+35.8% | $4,806+110.5% |
| Admin fee / account holder | $15 | $119-87.1% | $10,010-99.8% | $133-88.4% |