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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $19,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,806 | $44,764+391.0% | $68,791+219.5% | $64,808+239.2% |
| Participation rate | 99.0% | 64.8%+34.2pp | 69.0%+30.0pp | 71.5%+27.5pp |
| Annual return | -14.43% | -10.91%-3.5pp | -6.38%-8.1pp | 32.82%-47.2pp |
| Employer contribution / active EE | $9,510 | $1,775+435.7% | $2,655+258.2% | $2,506+279.5% |
| Participant deferral / active EE | $12,518 | $3,238+286.6% | $3,941+217.6% | $4,310+190.4% |
| Admin fee / account holder | $15 | $151-90.1% | $4,932-99.7% | $188-92.0% |