Filed July 13, 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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,984 |
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $13,645 |
BPM LLP3+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,929 | $90,410+78.0% | $91,001+76.8% | $77,958+106.4% |
| Participation rate | 98.2% | 86.4%+11.8pp | 75.6%+22.6pp | 71.6%+26.5pp |
| Annual return | 20.10% | 21.34%-1.2pp | 4.60%+15.5pp | 20.87%-0.8pp |
| Employer contribution / active EE | $4,837 | $3,392+42.6% | $2,456+97.0% | $2,310+109.3% |
| Participant deferral / active EE | $8,957 | $4,816+86.0% | $3,547+152.5% | $3,537+153.3% |
| Admin fee / account holder | $11 | $79-85.6% | $5,417-99.8% | $97-88.3% |