Filed February 22, 2006 (most recent of 2 filings on file)
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $49,286 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,507 | $81,357+212.8% | $75,972+235.0% | $199,593+27.5% |
| Participation rate | 98.5% | 69.9%+28.5pp | 69.1%+29.4pp | 72.0%+26.5pp |
| Annual return | 14.19% | 16.32%-2.1pp | 359.55%-345.4pp | 34.25%-20.1pp |
| Employer contribution / active EE | $10,715 | $3,341+220.7% | $2,685+299.1% | $3,034+253.1% |
| Participant deferral / active EE | $13,819 | $4,710+193.4% | $4,255+224.7% | $5,087+171.7% |
| Admin fee / account holder | $35 | $144-75.8% | $6,467-99.5% | $269-87.0% |