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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,295 |
SFMG LLC1 year Service code 26 · EIN 20-2107602 | Advisory (Participants) | $6,001 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $4,500 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.4+ 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 | $106,316 | $77,559+37.1% | $68,793+54.5% | $75,289+41.2% |
| Participation rate | 97.8% | 78.3%+19.5pp | 72.2%+25.5pp | 72.4%+25.3pp |
| Annual return | -4.12% | -1.01%-3.1pp | -4.63%+0.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,039 | $1,993+2.3% | $2,625-22.3% | $2,405-15.2% |
| Participant deferral / active EE | $5,079 | $3,128+62.4% | $3,311+53.4% | $3,739+35.9% |
| Admin fee / account holder | $99 | $90+9.5% | $5,131-98.1% | $102-3.2% |