Filed March 9, 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,371 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,382 | $132,049+151.7% | $200,582+65.7% | $74,304+347.3% |
| Participation rate | 99.3% | 84.1%+15.3pp | 86.9%+12.4pp | 60.3%+39.0pp |
| Annual return | 16.28% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $14,215 | $4,558+211.9% | $6,419+121.5% | $2,241+534.3% |
| Participant deferral / active EE | $17,507 | $7,213+142.7% | $9,331+87.6% | $3,767+364.7% |
| Admin fee / account holder | $28 | $2,405-98.8% | $16,305-99.8% | $2,969-99.0% |