Filed March 31, 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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,291 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,086 | $103,024-29.1% | $112,040-34.8% | $79,634-8.2% |
| Participation rate | 95.2% | 80.6%+14.6pp | 76.5%+18.7pp | 62.5%+32.7pp |
| Annual return | 14.72% | 17.60%-2.9pp | 24.52%-9.8pp | 36.46%-21.7pp |
| Employer contribution / active EE | $1,758 | $3,015-41.7% | $2,954-40.5% | $2,529-30.5% |
| Participant deferral / active EE | $4,562 | $5,233-12.8% | $5,098-10.5% | $3,835+19.0% |
| Admin fee / account holder | $129 | $465-72.2% | $12,098-98.9% | $1,002-87.1% |