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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,796 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC INSTITUTIONAL CONSULTING Service code 28 · EIN 41-1416330 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $135,442 | $100,801+34.4% | $149,696-9.5% | $73,409+84.5% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 17.27% | 265.34%-248.1pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,877 | $3,312-43.3% | $4,644-59.6% | $2,234-16.0% |
| Participant deferral / active EE | $9,165 | $6,404+43.1% | $6,842+34.0% | $3,805+140.8% |
| Admin fee / account holder | $162 | $181-10.3% | $9,309-98.3% | $158+2.7% |