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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $23,325 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $77,691 | $58,758+32.2% | $70,014+11.0% | $63,975+21.4% |
| Participation rate | 96.2% | 77.5%+18.7pp | 71.8%+24.4pp | 71.1%+25.1pp |
| Annual return | 8.18% | 18.05%-9.9pp | 12.99%-4.8pp | 48.65%-40.5pp |
| Employer contribution / active EE | $4,609 | $1,973+133.7% | $2,338+97.1% | $2,182+111.3% |
| Participant deferral / active EE | $4,145 | $2,912+42.4% | $2,931+41.4% | $3,356+23.5% |
| Admin fee / account holder | $15 | $71-78.5% | $4,380-99.7% | $70-78.3% |