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 | $49,892 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,632 |
CHARLES SCHWAB & CO., INC.5 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 | $96,722 | $72,137+34.1% | $142,449-32.1% | $71,457+35.4% |
| Participation rate | 97.3% | 71.7%+25.6pp | 76.8%+20.6pp | 67.9%+29.4pp |
| Annual return | 15.84% | 21.15%-5.3pp | 19.99%-4.1pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,892 | $3,793+2.6% | $4,847-19.7% | $2,588+50.4% |
| Participant deferral / active EE | $8,024 | $5,280+52.0% | $6,283+27.7% | $4,289+87.1% |
| Admin fee / account holder | $234 | $1,433-83.7% | $10,011-97.7% | $1,587-85.2% |