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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,574 |
FIDUCIARYVEST LLC1 year Service code 28 · EIN 20-2217636 | Investment Management | $28,333 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,039 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,773 | $123,286-6.9% | $75,670+51.7% | $77,958+47.2% |
| Participation rate | 97.7% | 78.8%+18.9pp | 72.3%+25.3pp | 71.6%+26.0pp |
| Annual return | 15.48% | 20.45%-5.0pp | 27.34%-11.9pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,954 | $2,035-4.0% | $2,352-16.9% | $2,310-15.4% |
| Participant deferral / active EE | $4,675 | $3,095+51.0% | $3,142+48.8% | $3,537+32.2% |
| Admin fee / account holder | $83 | $144-42.3% | $5,800-98.6% | $97-14.6% |