Filed January 27, 2006 (most recent of 2 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 SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $184,109 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $40,062 |
CHARLES SCHWAB & CO., INC.2+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $9 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $4 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,699 | $82,279+99.0% | $77,999+109.9% | $63,975+155.9% |
| Participation rate | 94.8% | 84.7%+10.2pp | 75.5%+19.3pp | 71.1%+23.7pp |
| Annual return | 4.53% | 11.20%-6.7pp | 425.96%-421.4pp | 48.65%-44.1pp |
| Employer contribution / active EE | $8,962 | $3,297+171.8% | $2,470+262.8% | $2,182+310.8% |
| Participant deferral / active EE | $6,058 | $4,538+33.5% | $3,497+73.3% | $3,356+80.5% |
| Admin fee / account holder | $141 | $81+73.4% | $5,480-97.4% | $70+100.4% |