Filed February 1, 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,973 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,721 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $151,507 | $54,368+178.7% | $117,039+29.5% | $62,292+143.2% |
| Participation rate | 97.8% | 64.9%+32.9pp | 77.2%+20.6pp | 69.5%+28.3pp |
| Annual return | 29.66% | 21.77%+7.9pp | 18.95%+10.7pp | 28.90%+0.8pp |
| Employer contribution / active EE | $3,413 | $1,692+101.8% | $3,785-9.8% | $2,042+67.1% |
| Participant deferral / active EE | $7,604 | $2,269+235.2% | $3,929+93.5% | $3,169+140.0% |
| Admin fee / account holder | $203 | $493-58.9% | $5,974-96.6% | $479-57.7% |