Filed August 5, 2006 (most recent of 4 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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $634,194 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,533 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return 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 | $100,555 | $117,739-14.6% | $116,228-13.5% | $117,739-14.6% |
| Participation rate | 97.4% | 76.6%+20.8pp | 74.6%+22.9pp | 76.6%+20.8pp |
| Annual return | 12.34% | 17.29%-4.9pp | 90.06%-77.7pp | 17.29%-4.9pp |
| Employer contribution / active EE | $2,406 | $3,746-35.8% | $2,994-19.7% | $3,746-35.8% |
| Participant deferral / active EE | $7,264 | $6,128+18.5% | $4,953+46.6% | $6,128+18.5% |
| Admin fee / account holder | $51 | $112-54.2% | $11,989-99.6% | $112-54.2% |