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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,910 |
ALLWORTH FINANCIAL2 years Filed as: ALLWORTH FINANCIAL, L.P. Service code 26 · EIN 68-0372662 | Advisory (Participants) | $5,764 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $422 |
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 | $196,936 | $57,739+241.1% | $112,229+75.5% | $74,419+164.6% |
| Participation rate | 79.7% | 55.6%+24.1pp | 72.4%+7.3pp | 70.7%+9.0pp |
| Annual return | 15.39% | 19.52%-4.1pp | 30.20%-14.8pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,906 | $1,675+133.2% | $3,430+13.9% | $2,637+48.1% |
| Participant deferral / active EE | $8,685 | $2,891+200.4% | $4,798+81.0% | $4,528+91.8% |
| Admin fee / account holder | $232 | $462-49.8% | $7,748-97.0% | $348-33.3% |