Filed January 23, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $21,044 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $4,242 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,854 | $82,279+5.6% | $78,002+11.3% | $63,975+35.8% |
| Participation rate | 96.8% | 84.7%+12.1pp | 75.5%+21.3pp | 71.1%+25.6pp |
| Annual return | 10.37% | 11.20%-0.8pp | 425.99%-415.6pp | 48.65%-38.3pp |
| Employer contribution / active EE | $7,457 | $3,297+126.2% | $2,470+201.9% | $2,182+241.8% |
| Participant deferral / active EE | $11,700 | $4,538+157.8% | $3,497+234.6% | $3,356+248.6% |
| Admin fee / account holder | $14 | $81-83.2% | $5,481-99.8% | $70-80.6% |