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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,504 |
MARCADO ASSET MANAGEMENT LLC3 years Service code 28 · EIN 82-1492364 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,070 | $82,130-4.9% | $453,369-82.8% | $79,386-1.7% |
| Participation rate | 94.0% | 73.4%+20.7pp | 78.0%+16.0pp | 70.7%+23.3pp |
| Annual return | 11.87% | 345.31%-333.4pp | 64.40%-52.5pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,930 | $2,659+10.2% | $4,070-28.0% | $2,427+20.7% |
| Participant deferral / active EE | $3,878 | $4,314-10.1% | $6,209-37.5% | $4,046-4.2% |
| Admin fee / account holder | $197 | $531-63.0% | $11,209-98.2% | $626-68.6% |