Filed January 10, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,413 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $209 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,198 | $69,305+56.1% | $82,313+31.4% | $69,631+55.4% |
| Participation rate | 89.0% | 80.3%+8.7pp | 76.9%+12.1pp | 70.7%+18.3pp |
| Annual return | 12.11% | 21.47%-9.4pp | 25.88%-13.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $5,689 | $1,887+201.5% | $2,428+134.3% | $2,032+179.9% |
| Participant deferral / active EE | $2,830 | $3,568-20.7% | $3,706-23.6% | $3,224-12.2% |
| Admin fee / account holder | $310 | $97+218.8% | $5,608-94.5% | $110+180.5% |