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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $12,471 |
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 | $277,689 | $58,347+375.9% | $85,682+224.1% | $86,799+219.9% |
| Participation rate | 98.4% | 64.9%+33.5pp | 69.9%+28.5pp | 72.3%+26.1pp |
| Annual return | 17.21% | 18.43%-1.2pp | 21.49%-4.3pp | 97.91%-80.7pp |
| Employer contribution / active EE | $9,479 | $1,751+441.4% | $2,618+262.0% | $2,405+294.1% |
| Participant deferral / active EE | $13,015 | $3,065+324.6% | $3,923+231.8% | $4,131+215.1% |
| Admin fee / account holder | $10 | $147-92.9% | $6,873-99.8% | $170-93.8% |