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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $34,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,565 | $70,115+243.1% | $70,515+241.2% | $80,160+200.1% |
| Participation rate | 99.0% | 71.7%+27.3pp | 68.3%+30.6pp | 72.9%+26.0pp |
| Annual return | 17.84% | 134.51%-116.7pp | 32.77%-14.9pp | 40.38%-22.5pp |
| Employer contribution / active EE | $10,266 | $3,021+239.8% | $2,973+245.2% | $2,978+244.7% |
| Participant deferral / active EE | $13,078 | $4,495+190.9% | $4,567+186.4% | $5,017+160.7% |
| Admin fee / account holder | $25 | $112-77.5% | $6,412-99.6% | $145-82.6% |