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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 14 · EIN 34-1479833 | Plan Administrator | $13,112 |
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 | $207,926 | $44,059+371.9% | $71,671+190.1% | $69,631+198.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 15.09% | 21.97%-6.9pp | 20.65%-5.6pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $7,345 | $1,305+462.9% | $2,460+198.6% | $2,032+261.5% |
| Participant deferral / active EE | $9,412 | $2,370+297.2% | $3,438+173.8% | $3,224+192.0% |
| Admin fee / account holder | $11 | $108-89.4% | $5,558-99.8% | $110-89.7% |