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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,194 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,549 | $52,525-1.9% | $117,472-56.1% | $77,904-33.8% |
| Participation rate | 20.4% | 61.6%-41.2pp | 70.6%-50.2pp | 73.7%-53.3pp |
| Annual return | -14.64% | -13.76%-0.9pp | 29.74%-44.4pp | 12.21%-26.8pp |
| Employer contribution / active EE | $536 | $2,166-75.2% | $4,176-87.2% | $2,848-81.2% |
| Participant deferral / active EE | $1,126 | $3,087-63.5% | $4,070-72.3% | $4,806-76.6% |
| Admin fee / account holder | $8 | $99-92.0% | $5,645-99.9% | $133-94.0% |