Filed April 1, 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 |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $25,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,521 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $10,033 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $100 |
CHARLES SCHWAB & CO., INC.4 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 | $66,926 | $81,625-18.0% | $167,512-60.0% | $74,304-9.9% |
| Participation rate | 85.3% | 60.0%+25.2pp | 77.1%+8.2pp | 60.3%+24.9pp |
| Annual return | 14.16% | 26.09%-11.9pp | 1615.79%-1601.6pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,326 | $4,115+53.7% | $6,405-1.2% | $3,767+67.9% |
| Admin fee / account holder | $216 | $3,474-93.8% | $9,769-97.8% | $2,969-92.7% |