Filed April 11, 2007 (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 | $53,807 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,726 |
Service code 59 · EIN 94-1737782 | 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 | $122,650 | $67,703+81.2% | $127,761-4.0% | $65,185+88.2% |
| Participation rate | 73.8% | 74.5%-0.7pp | 79.0%-5.2pp | 70.2%+3.6pp |
| Annual return | 21.01% | 24.36%-3.4pp | 26.14%-5.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $3,378 | $3,724-9.3% | $4,574-26.1% | $2,177+55.2% |
| Participant deferral / active EE | $3,929 | $4,787-17.9% | $6,021-34.7% | $3,514+11.8% |
| Admin fee / account holder | $257 | $618-58.4% | $9,395-97.3% | $847-69.6% |