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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,677 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,951 | $72,066+40.1% | $81,930+23.2% | $90,288+11.8% |
| Participation rate | 93.8% | 78.9%+14.9pp | 72.0%+21.8pp | 73.4%+20.4pp |
| Annual return | 15.94% | 15.92%0pp | 29.49%-13.5pp | 53.97%-38.0pp |
| Employer contribution / active EE | $4,912 | $2,335+110.4% | $4,310+14.0% | $2,524+94.6% |
| Participant deferral / active EE | $4,903 | $3,557+37.8% | $7,107-31.0% | $4,232+15.8% |
| Admin fee / account holder | $63 | $92-32.2% | $5,158-98.8% | $114-45.0% |