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: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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.
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 | $100,431 | $155,795-35.5% | $136,294-26.3% | $69,631+44.2% |
| Participation rate | 56.9% | 75.2%-18.3pp | 81.9%-25.0pp | 70.7%-13.8pp |
| Annual return | 17.77% | 232464.33%-232446.6pp | 5155.94%-5138.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $897 | $2,991-70.0% | $4,695-80.9% | $2,032-55.9% |
| Participant deferral / active EE | $7,245 | $5,394+34.3% | $6,247+16.0% | $3,224+124.8% |
| Admin fee / account holder | $3 | $128-97.7% | $9,243-100.0% | $110-97.3% |