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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $26,426 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $23,231 |
CHARLES SCHWAB & CO., INC.2+ 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 | $44,497 | $107,378-58.6% | $108,579-59.0% | $57,658-22.8% |
| Participation rate | 79.6% | 77.1%+2.5pp | 79.6%0pp | 70.2%+9.4pp |
| Annual return | 7.88% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,650 | $1,782-7.4% | $3,758-56.1% | $1,974-16.4% |
| Participant deferral / active EE | $2,583 | $3,221-19.8% | $4,311-40.1% | $3,061-15.6% |
| Admin fee / account holder | $22 | $108-79.3% | $7,645-99.7% | $95-76.2% |