Filed March 8, 2006 (most recent of 2 filings on file)
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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,990 |
POWERS ADVISORY GROUP LLC1+ years Service code 26 · EIN 47-1215664 | Advisory (Participants) | $3,207 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,760 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $23 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 | $103,380 | $48,277+114.1% | $63,517+62.8% | $55,191+87.3% |
| Participation rate | 96.4% | 69.4%+27.0pp | 71.0%+25.3pp | 69.2%+27.2pp |
| Annual return | -1.06% | 2.37%-3.4pp | -70.30%+69.2pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,770 | $1,592+11.2% | $2,322-23.8% | $1,899-6.8% |
| Participant deferral / active EE | $4,254 | $2,432+74.9% | $2,953+44.0% | $3,046+39.6% |
| Admin fee / account holder | $16 | $86-81.5% | $5,892-99.7% | $91-82.5% |