Filed May 13, 2006 (most recent of 2 filings on file)
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: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28,874 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $27,475 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $8,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,858 | $129,021-2.5% | $184,203-31.7% | $77,643+62.1% |
| Participation rate | 76.1% | 87.3%-11.2pp | 86.8%-10.7pp | 70.6%+5.5pp |
| Annual return | 14.60% | 33.27%-18.7pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,650 | $4,413-39.9% | $6,427-58.8% | $2,726-2.8% |
| Participant deferral / active EE | $5,671 | $7,297-22.3% | $9,131-37.9% | $4,647+22.0% |
| Admin fee / account holder | $34 | $254-86.6% | $13,901-99.8% | $430-92.1% |