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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $104,840 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $15 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $86,491 | $123,286-29.8% | $75,670+14.3% | $77,958+10.9% |
| Participation rate | 93.5% | 78.8%+14.7pp | 72.3%+21.1pp | 71.6%+21.8pp |
| Annual return | 16.76% | 20.45%-3.7pp | 27.34%-10.6pp | 20.87%-4.1pp |
| Employer contribution / active EE | $4,484 | $2,035+120.4% | $2,352+90.7% | $2,310+94.1% |
| Participant deferral / active EE | $3,995 | $3,095+29.1% | $3,142+27.1% | $3,537+13.0% |
| Admin fee / account holder | $64 | $144-55.9% | $5,800-98.9% | $97-34.8% |