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 | $66,756 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $757 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,944 | $62,581+214.7% | $124,672+58.0% | $86,799+126.9% |
| Participation rate | 80.3% | 56.9%+23.4pp | 74.6%+5.7pp | 72.3%+8.0pp |
| Annual return | 12.55% | 26.67%-14.1pp | 5142.93%-5130.4pp | 97.91%-85.4pp |
| Employer contribution / active EE | $3,405 | $1,604+112.3% | $3,324+2.5% | $2,405+41.6% |
| Participant deferral / active EE | $7,308 | $2,725+168.1% | $4,614+58.4% | $4,131+76.9% |
| Admin fee / account holder | $256 | $170+50.9% | $7,493-96.6% | $170+51.0% |