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: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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.
Participant contribution per participant 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 | $42,591 | $53,911-21.0% | $130,648-67.4% | $77,787-45.2% |
| Participation rate | 18.0% | 60.2%-42.3pp | 71.7%-53.8pp | 73.2%-55.3pp |
| Annual return | 23.62% | 21.93%+1.7pp | 1708.96%-1685.3pp | 32.57%-9.0pp |
| Employer contribution / active EE | $267 | $1,826-85.4% | $4,092-93.5% | $2,504-89.3% |
| Participant deferral / active EE | $798 | $2,288-65.1% | $3,603-77.8% | $3,967-79.9% |
| Admin fee / account holder | $4 | $129-96.9% | $5,464-99.9% | $100-96.0% |