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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,781 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $584 |
CHARLES SCHWAB & CO., INC.2 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 | $148,722 | $61,473+141.9% | $81,930+81.5% | $73,409+102.6% |
| Participation rate | 96.4% | 72.4%+24.0pp | 72.0%+24.4pp | 72.2%+24.3pp |
| Annual return | 12.53% | 28.26%-15.7pp | 29.49%-17.0pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,348 | $1,898+23.7% | $4,310-45.5% | $2,234+5.1% |
| Participant deferral / active EE | $6,027 | $3,080+95.7% | $7,107-15.2% | $3,805+58.4% |
| Admin fee / account holder | $99 | $125-20.8% | $5,158-98.1% | $158-37.0% |