Filed October 19, 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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $171,670 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $38,747 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $10,099 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $9,170 |
QUESTAR ASSET MANAGEMENT INC.1+ years Service code 26 · EIN 20-1051604 | Advisory (Participants) | $8,523 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $78,132 | $86,791-10.0% | $115,037-32.1% | $59,188+32.0% |
| Participation rate | 74.8% | 72.8%+1.9pp | 81.4%-6.6pp | 69.4%+5.4pp |
| Annual return | -0.30% | 4.44%-4.7pp | 26.14%-26.4pp | 5.51%-5.8pp |
| Employer contribution / active EE | $4,204 | $2,950+42.5% | $4,608-8.8% | $2,098+100.4% |
| Participant deferral / active EE | $7,011 | $5,298+32.3% | $6,026+16.3% | $3,265+114.7% |
| Admin fee / account holder | $47 | $95-50.7% | $8,175-99.4% | $92-49.3% |