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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 14 · EIN 34-1479833 | Plan Administrator | $10,275 |
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 | $235,192 | $46,423+406.6% | $75,886+209.9% | $67,579+248.0% |
| Participation rate | 98.8% | 63.1%+35.7pp | 69.3%+29.5pp | 71.3%+27.5pp |
| Annual return | 20.69% | 32.29%-11.6pp | 30.76%-10.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $8,373 | $1,406+495.4% | $2,500+234.9% | $2,148+289.8% |
| Participant deferral / active EE | $10,781 | $2,564+320.4% | $3,603+199.2% | $3,539+204.6% |
| Admin fee / account holder | $9 | $132-93.1% | $5,418-99.8% | $142-93.6% |