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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $33,423 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,095 | $107,459+129.0% | $135,903+81.1% | $80,160+207.0% |
| Participation rate | 85.8% | 78.0%+7.7pp | 81.9%+3.9pp | 72.9%+12.8pp |
| Annual return | 17.81% | 91.91%-74.1pp | 68.23%-50.4pp | 40.38%-22.6pp |
| Employer contribution / active EE | $1,440 | $3,877-62.9% | $4,856-70.3% | $2,978-51.6% |
| Participant deferral / active EE | $11,341 | $8,195+38.4% | $7,758+46.2% | $5,017+126.0% |
| Admin fee / account holder | $23 | $127-82.2% | $10,762-99.8% | $145-84.4% |