Filed June 21, 2006
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 | $174,303 |
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 | $218,284 | $145,877+49.6% | $150,045+45.5% | $102,872+112.2% |
| Participation rate | 98.1% | 79.8%+18.2pp | 82.3%+15.7pp | 73.0%+25.0pp |
| Annual return | 17.00% | 21.37%-4.4pp | 62.55%-45.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $6,610 | $4,710+40.3% | $4,693+40.8% | $3,526+87.4% |
| Participant deferral / active EE | $18,037 | $9,491+90.0% | $7,997+125.5% | $5,535+225.9% |
| Admin fee / account holder | $105 | $176-40.1% | $13,435-99.2% | $292-63.9% |