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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,063 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1 |
CHARLES SCHWAB & CO., INC.4 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 | $64,031 | $58,290+9.8% | $98,442-35.0% | $86,799-26.2% |
| Participation rate | 57.8% | 68.3%-10.5pp | 73.3%-15.5pp | 72.3%-14.5pp |
| Annual return | 38.00% | 43.48%-5.5pp | 1492.73%-1454.7pp | 97.91%-59.9pp |
| Employer contribution / active EE | $1,242 | $2,008-38.1% | $2,960-58.0% | $2,405-48.3% |
| Participant deferral / active EE | $2,231 | $3,152-29.2% | $4,276-47.8% | $4,131-46.0% |
| Admin fee / account holder | $40 | $138-70.8% | $5,949-99.3% | $170-76.2% |