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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $163,017 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $38,420 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,375 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $7,829 |
QUESTAR ASSET MANAGEMENT INC.2+ years Service code 26 · EIN 20-1051604 | Advisory (Participants) | $6,663 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $19 |
CHARLES SCHWAB & CO., INC.2+ 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 | $88,362 | $85,635+3.2% | $123,892-28.7% | $63,975+38.1% |
| Participation rate | 76.7% | 74.9%+1.8pp | 81.4%-4.7pp | 71.1%+5.6pp |
| Annual return | 9.69% | 15.74%-6.0pp | 47.52%-37.8pp | 48.65%-39.0pp |
| Employer contribution / active EE | $4,510 | $3,076+46.6% | $4,617-2.3% | $2,182+106.7% |
| Participant deferral / active EE | $7,353 | $5,667+29.8% | $5,984+22.9% | $3,356+119.1% |
| Admin fee / account holder | $46 | $75-39.2% | $8,357-99.5% | $70-35.4% |