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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,426 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,855 | $65,223-37.4% | $80,022-48.9% | $55,727-26.7% |
| Participation rate | 84.8% | 80.6%+4.3pp | 75.8%+9.0pp | 70.9%+14.0pp |
| Annual return | 9340.54% | 7.59%+9332.9pp | 11.22%+9329.3pp | 244.94%+9095.6pp |
| Employer contribution / active EE | $266 | $2,544-89.5% | $2,468-89.2% | $2,078-87.2% |
| Participant deferral / active EE | $1,801 | $3,881-53.6% | $3,686-51.1% | $3,356-46.3% |
| Admin fee / account holder | $30 | $114-73.7% | $6,521-99.5% | $115-73.9% |