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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 14 · EIN 34-1479833 | Plan Administrator | $12,225 |
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 | $188,514 | $39,819+373.4% | $67,834+177.9% | $57,658+226.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 7.97% | 9.19%-1.2pp | 138.47%-130.5pp | 5.13%+2.8pp |
| Employer contribution / active EE | $6,870 | $1,277+438.1% | $2,403+185.9% | $1,974+248.1% |
| Participant deferral / active EE | $8,721 | $2,209+294.7% | $3,160+176.0% | $3,061+185.0% |
| Admin fee / account holder | $11 | $84-87.2% | $4,622-99.8% | $95-88.7% |