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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,890 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,874 | $52,208+10.9% | $86,612-33.2% | $74,419-22.2% |
| Participation rate | 54.7% | 66.3%-11.7pp | 71.7%-17.0pp | 70.7%-16.1pp |
| Annual return | 17.46% | 44.46%-27.0pp | 591.07%-573.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,367 | $2,282-40.1% | $3,022-54.8% | $2,637-48.2% |
| Participant deferral / active EE | $2,375 | $3,383-29.8% | $4,438-46.5% | $4,528-47.5% |
| Admin fee / account holder | $48 | $319-85.0% | $5,614-99.1% | $348-86.2% |