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.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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.
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 | $92,899 | $75,388+23.2% | $123,544-24.8% | $55,725+66.7% |
| Participation rate | 54.4% | 75.7%-21.2pp | 82.3%-27.8pp | 70.9%-16.4pp |
| Annual return | -6.70% | 4.48%-11.2pp | 119.20%-125.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $927 | $3,063-69.7% | $4,628-80.0% | $2,078-55.4% |
| Participant deferral / active EE | $7,715 | $5,651+36.5% | $6,426+20.1% | $3,356+129.9% |
| Admin fee / account holder | $3 | $120-97.3% | $9,284-100.0% | $115-97.2% |