Filed December 3, 2005
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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $83,628 |
CANTERBURY CONSULTING1+ years Filed as: CANTERBURY CONSULTING INC. Service code 28 · EIN 33-0307982 | Investment Management | $60,300 |
HUTCHINSON AND BLOODGOOD LLP1+ years Service code 10 · EIN 95-0858589 | Accounting | $11,360 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $114,409 | $74,498+53.6% | $94,224+21.4% | $59,188+93.3% |
| Participation rate | 75.1% | 76.8%-1.7pp | 78.8%-3.7pp | 69.4%+5.7pp |
| Annual return | -2.91% | 2.76%-5.7pp | 10.68%-13.6pp | 5.51%-8.4pp |
| Employer contribution / active EE | $3,706 | $2,077+78.4% | $3,587+3.3% | $2,098+76.7% |
| Participant deferral / active EE | $3,640 | $3,433+6.0% | $4,320-15.7% | $3,265+11.5% |
| Admin fee / account holder | $121 | $103+17.4% | $6,269-98.1% | $92+31.1% |