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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,667 |
ALLWORTH FINANCIAL3 years Filed as: ALLWORTH FINANCIAL, L.P. Service code 26 · EIN 68-0372662 | Advisory (Participants) | $6,529 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $505 |
CHARLES SCHWAB & CO., INC.2 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 | $216,201 | $72,994+196.2% | $120,354+79.6% | $77,643+178.5% |
| Participation rate | 75.6% | 55.2%+20.4pp | 71.9%+3.7pp | 70.6%+5.0pp |
| Annual return | 12.58% | 18.23%-5.6pp | 107.15%-94.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,591 | $1,793+100.3% | $3,463+3.7% | $2,726+31.7% |
| Participant deferral / active EE | $7,922 | $3,011+163.1% | $4,991+58.7% | $4,647+70.5% |
| Admin fee / account holder | $190 | $658-71.1% | $9,423-98.0% | $430-55.9% |