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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,498 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC INSTITUTIONAL CONSULTING Service code 28 · EIN 41-1416330 | Investment Management | $40,000 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $113,508 | $88,122+28.8% | $141,162-19.6% | $67,579+68.0% |
| Participation rate | 93.6% | 76.5%+17.2pp | 82.5%+11.2pp | 71.3%+22.4pp |
| Annual return | 24.14% | 75.40%-51.3pp | 71.39%-47.3pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,731 | $3,224-46.3% | $4,735-63.4% | $2,148-19.4% |
| Participant deferral / active EE | $8,358 | $5,958+40.3% | $6,709+24.6% | $3,539+136.1% |
| Admin fee / account holder | $170 | $131+29.7% | $10,261-98.3% | $142+19.3% |