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 | $132,697 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $57 |
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 | $81,583 | $77,559+5.2% | $68,793+18.6% | $75,289+8.4% |
| Participation rate | 93.4% | 78.3%+15.1pp | 72.2%+21.2pp | 72.4%+21.0pp |
| Annual return | -5.15% | -1.01%-4.1pp | -4.63%-0.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $4,646 | $1,993+133.1% | $2,625+77.0% | $2,405+93.2% |
| Participant deferral / active EE | $4,207 | $3,128+34.5% | $3,311+27.1% | $3,739+12.5% |
| Admin fee / account holder | $78 | $90-13.7% | $5,131-98.5% | $102-23.8% |