Filed June 22, 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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $109,155 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $2,541 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $74,987 | $86,791-13.6% | $115,037-34.8% | $59,188+26.7% |
| Participation rate | 94.2% | 72.8%+21.4pp | 81.4%+12.8pp | 69.4%+24.8pp |
| Annual return | -0.21% | 4.44%-4.7pp | 26.14%-26.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,724 | $2,950-41.5% | $4,608-62.6% | $2,098-17.8% |
| Participant deferral / active EE | $6,814 | $5,298+28.6% | $6,026+13.1% | $3,265+108.7% |
| Admin fee / account holder | $57 | $95-39.9% | $8,175-99.3% | $92-38.1% |