Filed January 27, 2006 (most recent of 5 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,687 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,315 | $52,149-24.6% | $122,332-67.9% | $77,958-49.6% |
| Participation rate | 17.3% | 58.6%-41.3pp | 71.6%-54.4pp | 71.6%-54.4pp |
| Annual return | 17.16% | 17.75%-0.6pp | 30.27%-13.1pp | 20.87%-3.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $4,050-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $794 | $2,114-62.4% | $3,287-75.8% | $3,537-77.5% |
| Admin fee / account holder | $10 | $93-89.4% | $5,478-99.8% | $97-89.9% |