Filed July 18, 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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $56,425 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 · EIN 42-1558009 | Discretionary Trustee | $7,038 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $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 | $55,024 | $57,096-3.6% | $94,224-41.6% | $55,191-0.3% |
| Participation rate | 79.1% | 75.7%+3.4pp | 78.8%+0.3pp | 69.2%+9.9pp |
| Annual return | -0.90% | 159.65%-160.5pp | 10.68%-11.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,152 | $1,708-32.6% | $3,587-67.9% | $1,899-39.3% |
| Participant deferral / active EE | $2,204 | $3,165-30.4% | $4,320-49.0% | $3,046-27.6% |
| Admin fee / account holder | $23 | $89-74.0% | $6,269-99.6% | $91-74.4% |