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 | $22,483 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,079 | $106,028+43.4% | $146,958+3.5% | $77,643+95.9% |
| Participation rate | 65.0% | 78.4%-13.4pp | 82.2%-17.2pp | 70.6%-5.6pp |
| Annual return | 11.28% | 56.73%-45.5pp | 418.34%-407.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,632 | $4,063-59.8% | $4,933-66.9% | $2,726-40.1% |
| Participant deferral / active EE | $13,146 | $7,990+64.5% | $8,070+62.9% | $4,647+182.9% |
| Admin fee / account holder | $41 | $337-87.7% | $12,998-99.7% | $430-90.4% |