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 20-2849664 | Recordkeeping | $181,317 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,063 | $82,422-40.5% | $67,652-27.5% | $67,505-27.3% |
| Participation rate | 82.5% | 84.2%-1.7pp | 75.7%+6.8pp | 71.2%+11.3pp |
| Annual return | 0.68% | 12.72%-12.0pp | 6625.40%-6624.7pp | 6.52%-5.8pp |
| Employer contribution / active EE | $1,280 | $2,879-55.5% | $2,266-43.5% | $2,173-41.1% |
| Participant deferral / active EE | $2,443 | $5,020-51.3% | $3,560-31.4% | $3,597-32.1% |
| Admin fee / account holder | $25 | $53-52.2% | $4,821-99.5% | $56-54.7% |