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 | $56,829 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,205 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,181 | $64,871+25.1% | $129,110-37.1% | $66,914+21.3% |
| Participation rate | 94.1% | 74.0%+20.1pp | 77.3%+16.8pp | 69.8%+24.3pp |
| Annual return | -10.11% | -12.21%+2.1pp | -10.94%+0.8pp | 1.58%-11.7pp |
| Employer contribution / active EE | $9,612 | $3,741+156.9% | $5,052+90.3% | $2,544+277.8% |
| Participant deferral / active EE | $7,219 | $5,090+41.8% | $6,542+10.3% | $4,237+70.4% |
| Admin fee / account holder | $254 | $629-59.7% | $14,302-98.2% | $593-57.2% |