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 | $71,057 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,746 |
CHARLES SCHWAB & CO., INC.3 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 | $90,569 | $82,274+10.1% | $152,466-40.6% | $79,386+14.1% |
| Participation rate | 93.6% | 76.4%+17.1pp | 78.2%+15.4pp | 70.7%+22.9pp |
| Annual return | 15.76% | 7959.84%-7944.1pp | 757.33%-741.6pp | 116.85%-101.1pp |
| Employer contribution / active EE | $4,496 | $3,613+24.5% | $4,327+3.9% | $2,427+85.2% |
| Participant deferral / active EE | $5,260 | $4,969+5.9% | $5,820-9.6% | $4,046+30.0% |
| Admin fee / account holder | $283 | $632-55.2% | $15,805-98.2% | $626-54.8% |