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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,035 |
MARCADO ASSET MANAGEMENT LLC2 years Service code 28 · EIN 82-1492364 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,374 | $73,823-10.1% | $379,746-82.5% | $73,488-9.7% |
| Participation rate | 95.9% | 73.1%+22.8pp | 78.4%+17.5pp | 70.7%+25.3pp |
| Annual return | 10.27% | 29.06%-18.8pp | 34.90%-24.6pp | 28.51%-18.2pp |
| Employer contribution / active EE | $2,442 | $2,472-1.2% | $3,540-31.0% | $2,270+7.6% |
| Participant deferral / active EE | $3,232 | $4,038-20.0% | $6,024-46.4% | $3,740-13.6% |
| Admin fee / account holder | $169 | $607-72.2% | $7,927-97.9% | $513-67.1% |