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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $125,319 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $3,786 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.2+ 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 | $78,991 | $85,635-7.8% | $123,892-36.2% | $63,975+23.5% |
| Participation rate | 88.3% | 74.9%+13.3pp | 81.4%+6.9pp | 71.1%+17.1pp |
| Annual return | 9.21% | 15.74%-6.5pp | 47.52%-38.3pp | 48.65%-39.4pp |
| Employer contribution / active EE | $1,560 | $3,076-49.3% | $4,617-66.2% | $2,182-28.5% |
| Participant deferral / active EE | $6,515 | $5,667+15.0% | $5,984+8.9% | $3,356+94.1% |
| Admin fee / account holder | $61 | $75-17.9% | $8,357-99.3% | $70-12.7% |