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 | $75,753 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,291 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,821 | $59,328+199.7% | $118,925+49.5% | $73,488+142.0% |
| Participation rate | 95.2% | 62.3%+32.9pp | 75.4%+19.8pp | 70.7%+24.5pp |
| Annual return | 9.77% | 19.13%-9.4pp | 35.88%-26.1pp | 28.51%-18.7pp |
| Employer contribution / active EE | $3,670 | $1,803+103.5% | $3,263+12.5% | $2,270+61.7% |
| Participant deferral / active EE | $8,216 | $2,604+215.5% | $4,265+92.6% | $3,740+119.7% |
| Admin fee / account holder | $221 | $600-63.2% | $6,581-96.6% | $513-56.9% |