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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,705 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,428 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,719 | $107,440+32.8% | $105,738+35.0% | $55,725+156.1% |
| Participation rate | 81.1% | 55.5%+25.6pp | 76.3%+4.7pp | 70.9%+10.2pp |
| Annual return | -4.74% | -0.59%-4.2pp | 6.27%-11.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,823 | $1,448+95.0% | $3,268-13.6% | $2,078+35.9% |
| Participant deferral / active EE | $6,347 | $2,171+192.3% | $4,080+55.6% | $3,356+89.1% |
| Admin fee / account holder | $233 | $283-17.9% | $6,913-96.6% | $115+102.1% |