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 GROUP3+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $48,586 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 | Discretionary Trustee | $4,109 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND COMPANY, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 24 · EIN 42-1558009 | Discretionary Trustee | $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 | $58,826 | $71,666-17.9% | $117,854-50.1% | $69,631-15.5% |
| Participation rate | 79.3% | 77.5%+1.8pp | 79.7%-0.3pp | 70.7%+8.7pp |
| Annual return | 15.27% | 18.86%-3.6pp | 335.08%-319.8pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,035 | $1,889-45.2% | $3,786-72.7% | $2,032-49.1% |
| Participant deferral / active EE | $2,106 | $3,340-36.9% | $4,482-53.0% | $3,224-34.7% |
| Admin fee / account holder | $75 | $120-37.7% | $8,020-99.1% | $110-32.1% |