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 | $98,727-26.0% | $113,168-35.4% | $85,563-14.6% |
| Participation rate | 95.2% | 80.8%+14.4pp | 76.6%+18.6pp | 66.0%+29.2pp |
| Annual return | 14.72% | 17.43%-2.7pp | 24.27%-9.5pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,758 | $2,907-39.5% | $2,975-40.9% | $2,654-33.7% |
| Participant deferral / active EE | $4,562 | $5,424-15.9% | $5,107-10.7% | $4,375+4.3% |
| Admin fee / account holder | $129 | $357-63.7% | $12,068-98.9% | $834-84.5% |