Filed March 10, 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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $10,364 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,906 | $54,237-13.5% | $90,281-48.0% | $67,579-30.6% |
| Participation rate | 49.7% | 68.6%-19.0pp | 73.3%-23.6pp | 71.3%-21.6pp |
| Annual return | 21.61% | 37.27%-15.7pp | 78.10%-56.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,147 | $1,846-37.9% | $2,854-59.8% | $2,148-46.6% |
| Participant deferral / active EE | $2,090 | $2,625-20.4% | $3,885-46.2% | $3,539-40.9% |
| Admin fee / account holder | $61 | $123-50.7% | $5,351-98.9% | $142-57.2% |