Filed July 21, 2006
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 Service code 15 · EIN 34-1479833 | Recordkeeping | $242,741 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $60,000 |
PACIFIC PORTFOLIO CONSULTING2 years Filed as: PACIFIC PORTFOLIO CONSULTING L Service code 28 · EIN 91-1577578 | Investment Management | $23,369 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $5,020 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,858 | $89,274-45.3% | $149,718-67.4% | $77,958-37.3% |
| Participation rate | 96.2% | 87.6%+8.6pp | 87.1%+9.2pp | 71.6%+24.6pp |
| Annual return | 16.26% | 20.36%-4.1pp | 1501.63%-1485.4pp | 20.87%-4.6pp |
| Employer contribution / active EE | $3,428 | $3,727-8.0% | $5,445-37.0% | $2,310+48.4% |
| Participant deferral / active EE | $6,425 | $5,382+19.4% | $6,569-2.2% | $3,537+81.7% |
| Admin fee / account holder | $106 | $240-55.8% | $11,283-99.1% | $97+8.9% |