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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,922 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,569 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $116,961 | $155,795-24.9% | $136,294-14.2% | $69,631+68.0% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 70.7%+26.2pp |
| Annual return | 22.86% | 232464.33%-232441.5pp | 5155.94%-5133.1pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $4,837 | $2,991+61.7% | $4,695+3.0% | $2,032+138.0% |
| Participant deferral / active EE | $11,621 | $5,394+115.4% | $6,247+86.0% | $3,224+260.5% |
| Admin fee / account holder | $155 | $128+21.0% | $9,243-98.3% | $110+40.6% |