Filed August 8, 2006
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: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,766 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,175 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWABE & CO, INC. Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,703 | $79,171+167.4% | $102,423+106.7% | $74,495+184.2% |
| Participation rate | 96.9% | 74.8%+22.1pp | 76.5%+20.4pp | 67.2%+29.7pp |
| Annual return | 18.04% | 54.93%-36.9pp | 29.32%-11.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $6,248 | $2,362+164.5% | $3,023+106.7% | $2,623+138.2% |
| Participant deferral / active EE | $12,933 | $4,415+192.9% | $5,053+155.9% | $4,346+197.6% |
| Admin fee / account holder | $117 | $2,001-94.2% | $9,451-98.8% | $1,942-94.0% |