Filed December 3, 2005
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $85,480 |
Filed as: RBC INSTITUTIONAL CONSULTING Service code 28 · EIN 41-1416330 | Investment Management | $45,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $30 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,009 | $155,795-35.2% | $136,294-25.9% | $69,631+45.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 20.18% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,637 | $2,991-45.3% | $4,695-65.1% | $2,032-19.4% |
| Participant deferral / active EE | $7,641 | $5,394+41.7% | $6,247+22.3% | $3,224+137.0% |
| Admin fee / account holder | $174 | $128+35.8% | $9,243-98.1% | $110+57.7% |