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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,225 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,882 | $57,570+7.5% | $121,098-48.9% | $80,160-22.8% |
| Participation rate | 20.1% | 58.8%-38.7pp | 69.5%-49.4pp | 72.9%-52.8pp |
| Annual return | 18.46% | 20.42%-2.0pp | 985.75%-967.3pp | 40.38%-21.9pp |
| Employer contribution / active EE | $622 | $2,119-70.6% | $4,164-85.1% | $2,978-79.1% |
| Participant deferral / active EE | $1,172 | $3,092-62.1% | $4,080-71.3% | $5,017-76.6% |
| Admin fee / account holder | $17 | $121-85.7% | $5,644-99.7% | $145-88.1% |