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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,909 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,886 | $69,305-28.0% | $82,313-39.4% | $69,631-28.4% |
| Participation rate | 98.9% | 80.3%+18.7pp | 76.9%+22.0pp | 70.7%+28.2pp |
| Annual return | 14.65% | 21.47%-6.8pp | 25.88%-11.2pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,165 | $1,887-38.3% | $2,428-52.0% | $2,032-42.7% |
| Participant deferral / active EE | $2,890 | $3,568-19.0% | $3,706-22.0% | $3,224-10.4% |
| Admin fee / account holder | $15 | $97-84.7% | $5,608-99.7% | $110-86.6% |