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.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $87,475 | $80,177+9.1% | $123,892-29.4% | $57,658+51.7% |
| Participation rate | 77.5% | 74.4%+3.1pp | 81.4%-3.9pp | 70.2%+7.3pp |
| Annual return | 8.84% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,186 | $2,913-59.3% | $4,617-74.3% | $1,974-39.9% |
| Participant deferral / active EE | $9,767 | $5,130+90.4% | $5,984+63.2% | $3,061+219.1% |
| Admin fee / account holder | $3 | $106-96.8% | $8,357-100.0% | $95-96.4% |