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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,070 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,489 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $169,046 | $54,045+212.8% | $115,157+46.8% | $65,185+159.3% |
| Participation rate | 96.6% | 63.5%+33.1pp | 75.9%+20.7pp | 70.2%+26.4pp |
| Annual return | 18.24% | 26.55%-8.3pp | 35.60%-17.4pp | 29.38%-11.1pp |
| Employer contribution / active EE | $3,381 | $1,653+104.6% | $3,179+6.4% | $2,177+55.3% |
| Participant deferral / active EE | $7,617 | $2,504+204.2% | $4,168+82.7% | $3,514+116.8% |
| Admin fee / account holder | $216 | $626-65.4% | $7,088-96.9% | $847-74.4% |