Filed September 16, 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: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $25,631 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $21,967 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $40,581 | $74,498-45.5% | $94,224-56.9% | $59,188-31.4% |
| Participation rate | 78.3% | 76.8%+1.5pp | 78.8%-0.5pp | 69.4%+8.9pp |
| Annual return | 1.53% | 2.76%-1.2pp | 10.68%-9.2pp | 5.51%-4.0pp |
| Employer contribution / active EE | $1,522 | $2,077-26.7% | $3,587-57.6% | $2,098-27.5% |
| Participant deferral / active EE | $2,382 | $3,433-30.6% | $4,320-44.9% | $3,265-27.0% |
| Admin fee / account holder | $18 | $103-82.1% | $6,269-99.7% | $92-80.0% |