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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 14 · EIN 34-1479833 | Plan Administrator | $10,825 |
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 | $186,501 | $39,458+372.7% | $60,547+208.0% | $55,191+237.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -0.46% | 3.35%-3.8pp | 335.64%-336.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $6,997 | $1,210+478.3% | $2,419+189.2% | $1,899+268.5% |
| Participant deferral / active EE | $8,873 | $2,140+314.5% | $3,328+166.6% | $3,046+191.3% |
| Admin fee / account holder | $10 | $95-89.7% | $4,536-99.8% | $91-89.2% |