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 | $31,075 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $26,200 |
CHARLES SCHWAB & CO., INC.3+ 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 | $49,312 | $67,228-26.6% | $117,854-58.2% | $77,958-36.7% |
| Participation rate | 76.8% | 79.4%-2.6pp | 79.7%-2.9pp | 71.6%+5.2pp |
| Annual return | 15.85% | 19.13%-3.3pp | 335.08%-319.2pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,623 | $2,211-26.6% | $3,786-57.1% | $2,310-29.8% |
| Participant deferral / active EE | $2,558 | $3,653-30.0% | $4,482-42.9% | $3,537-27.7% |
| Admin fee / account holder | $26 | $76-65.9% | $8,020-99.7% | $97-73.5% |