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 | $55,790 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,844 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,764 | $72,554+81.6% | $138,135-4.6% | $73,488+79.3% |
| Participation rate | 82.1% | 74.8%+7.2pp | 78.7%+3.4pp | 70.7%+11.4pp |
| Annual return | 13.78% | 17.50%-3.7pp | 20.51%-6.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,674 | $3,511+4.6% | $5,587-34.2% | $2,270+61.8% |
| Participant deferral / active EE | $4,389 | $4,908-10.6% | $6,431-31.7% | $3,740+17.4% |
| Admin fee / account holder | $249 | $464-46.4% | $11,856-97.9% | $513-51.5% |