Filed July 30, 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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $28,325 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,880 | $54,890+31.0% | $63,517+13.2% | $59,188+21.4% |
| Participation rate | 94.1% | 75.6%+18.5pp | 71.0%+23.0pp | 69.4%+24.6pp |
| Annual return | 0.18% | 4.56%-4.4pp | -70.30%+70.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $4,296 | $1,831+134.6% | $2,322+85.0% | $2,098+104.8% |
| Participant deferral / active EE | $3,759 | $2,803+34.1% | $2,953+27.3% | $3,265+15.1% |
| Admin fee / account holder | $18 | $66-72.4% | $5,892-99.7% | $92-80.2% |