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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $35,015 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $32,986 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $6,202 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,544 | $160,882-23.2% | $200,582-38.4% | $102,872+20.1% |
| Participation rate | 79.2% | 91.2%-12.0pp | 86.9%-7.7pp | 73.0%+6.1pp |
| Annual return | 19.91% | 18.15%+1.8pp | 42.33%-22.4pp | 19.06%+0.9pp |
| Employer contribution / active EE | $2,607 | $5,602-53.5% | $6,419-59.4% | $3,526-26.1% |
| Participant deferral / active EE | $5,587 | $9,300-39.9% | $9,331-40.1% | $5,535+0.9% |
| Admin fee / account holder | $42 | $125-66.1% | $16,305-99.7% | $292-85.5% |