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 |
|---|---|---|
Service code 28 · EIN 82-1492364 | Investment Management | $16,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,752 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $70,679 | $64,919+8.9% | $392,568-82.0% | $65,185+8.4% |
| Participation rate | 93.8% | 72.0%+21.7pp | 78.1%+15.7pp | 70.2%+23.6pp |
| Annual return | 19.15% | 26.09%-6.9pp | 24.42%-5.3pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,307 | $2,374-2.8% | $3,783-39.0% | $2,177+6.0% |
| Participant deferral / active EE | $3,099 | $3,668-15.5% | $5,985-48.2% | $3,514-11.8% |
| Admin fee / account holder | $188 | $634-70.3% | $6,260-97.0% | $847-77.8% |