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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $188,569 |
MERCER1 year Service code 28 · EIN 30-0282430 | Investment Management | $9,007 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $5,163 |
Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,654 | $88,874-0.2% | $123,544-28.2% | $75,289+17.8% |
| Participation rate | 86.6% | 75.9%+10.7pp | 82.3%+4.3pp | 72.4%+14.2pp |
| Annual return | -4.58% | 4.22%-8.8pp | 119.20%-123.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,037 | $3,256-6.7% | $4,628-34.4% | $2,405+26.3% |
| Participant deferral / active EE | $8,959 | $6,174+45.1% | $6,426+39.4% | $3,739+139.6% |
| Admin fee / account holder | $36 | $95-62.0% | $9,284-99.6% | $102-64.8% |