Filed November 9, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 15 · EIN 03-0480083 | Recordkeeping | $100,854 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,618 | $71,957+101.0% | $67,652+113.8% | $59,188+144.3% |
| Participation rate | 96.2% | 82.7%+13.6pp | 75.7%+20.6pp | 69.4%+26.8pp |
| Annual return | 0.80% | 8.53%-7.7pp | 6625.40%-6624.6pp | 5.51%-4.7pp |
| Employer contribution / active EE | $7,614 | $2,432+213.1% | $2,266+236.1% | $2,098+262.9% |
| Participant deferral / active EE | $6,957 | $4,211+65.2% | $3,560+95.4% | $3,265+113.1% |
| Admin fee / account holder | $20 | $64-69.2% | $4,821-99.6% | $92-78.6% |