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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $116,659 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $2,326 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $16 |
CHARLES SCHWAB & CO., INC.3+ 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 | $89,701 | $96,458-7.0% | $136,294-34.2% | $77,958+15.1% |
| Participation rate | 94.1% | 75.4%+18.8pp | 81.9%+12.2pp | 71.6%+22.5pp |
| Annual return | 25.56% | 23.78%+1.8pp | 5155.94%-5130.4pp | 20.87%+4.7pp |
| Employer contribution / active EE | $1,845 | $3,144-41.3% | $4,695-60.7% | $2,310-20.2% |
| Participant deferral / active EE | $7,390 | $5,902+25.2% | $6,247+18.3% | $3,537+109.0% |
| Admin fee / account holder | $52 | $80-35.4% | $9,243-99.4% | $97-46.7% |