Filed September 16, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,712 | $57,384-1.2% | $106,387-46.7% | $56,287+0.8% |
| Participation rate | 94.0% | 71.3%+22.6pp | 77.5%+16.5pp | 69.9%+24.1pp |
| Annual return | 0.64% | 5.91%-5.3pp | 0.25%+0.4pp | -9.96%+10.6pp |
| Employer contribution / active EE | $2,548 | $2,348+8.5% | $3,520-27.6% | $2,111+20.7% |
| Participant deferral / active EE | $3,233 | $3,799-14.9% | $5,421-40.4% | $3,350-3.5% |
| Admin fee / account holder | $639 | $566+12.8% | $7,510-91.5% | $521+22.7% |