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.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,409 | $88,324-7.8% | $115,037-29.2% | $55,191+47.5% |
| Participation rate | 76.3% | 72.5%+3.7pp | 81.4%-5.1pp | 69.2%+7.1pp |
| Annual return | -5.87% | 6.30%-12.2pp | 26.14%-32.0pp | 10.78%-16.7pp |
| Employer contribution / active EE | $1,141 | $2,805-59.3% | $4,608-75.2% | $1,899-39.9% |
| Participant deferral / active EE | $9,776 | $5,042+93.9% | $6,026+62.2% | $3,046+220.9% |
| Admin fee / account holder | $3 | $105-96.9% | $8,175-100.0% | $91-96.4% |