Filed September 1, 2006 (most recent of 2 filings on file)
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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,815 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,226 | $47,105+259.3% | $68,368+147.5% | $67,986+148.9% |
| Participation rate | 86.4% | 51.8%+34.6pp | 73.8%+12.7pp | 57.2%+29.2pp |
| Annual return | 14.65% | 48.37%-33.7pp | 292.57%-277.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,908 | $1,859+2.7% | $2,649-28.0% | $2,019-5.5% |
| Participant deferral / active EE | $6,410 | $2,374+170.0% | $4,123+55.5% | $3,358+90.9% |
| Admin fee / account holder | $118 | $2,435-95.2% | $5,150-97.7% | $3,203-96.3% |