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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,304 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,696 | $82,202+60.2% | $125,339+5.1% | $64,808+103.2% |
| Participation rate | 52.8% | 77.9%-25.1pp | 82.4%-29.6pp | 71.5%-18.7pp |
| Annual return | 4.94% | 3.48%+1.5pp | 572.05%-567.1pp | 32.82%-27.9pp |
| Employer contribution / active EE | $1,100 | $3,615-69.6% | $4,814-77.1% | $2,506-56.1% |
| Participant deferral / active EE | $9,546 | $7,175+33.0% | $7,446+28.2% | $4,310+121.5% |
| Admin fee / account holder | $14 | $163-91.2% | $10,010-99.9% | $188-92.3% |