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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,077 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,086 | $47,722+5.0% | $82,719-39.5% | $64,808-22.7% |
| Participation rate | 53.7% | 67.6%-14.0pp | 72.6%-18.9pp | 71.5%-17.8pp |
| Annual return | -33.99% | -13.05%-20.9pp | 701.18%-735.2pp | 32.82%-66.8pp |
| Employer contribution / active EE | $1,454 | $2,179-33.3% | $3,009-51.7% | $2,506-42.0% |
| Participant deferral / active EE | $2,490 | $3,329-25.2% | $4,395-43.3% | $4,310-42.2% |
| Admin fee / account holder | $85 | $143-40.8% | $5,329-98.4% | $188-55.0% |