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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,255 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $3 |
CHARLES SCHWAB & CO., INC.3 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 | $56,771 | $52,670+7.8% | $90,404-37.2% | $73,409-22.7% |
| Participation rate | 53.1% | 67.7%-14.6pp | 72.7%-19.6pp | 72.2%-19.1pp |
| Annual return | 20.36% | 20.70%-0.3pp | 1293.02%-1272.7pp | 59.29%-38.9pp |
| Employer contribution / active EE | $1,341 | $1,872-28.3% | $3,262-58.9% | $2,234-40.0% |
| Participant deferral / active EE | $2,394 | $2,807-14.7% | $3,963-39.6% | $3,805-37.1% |
| Admin fee / account holder | $57 | $117-51.2% | $5,611-99.0% | $158-63.9% |