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 | $56,317+200.5% | $71,209+137.6% | $74,304+127.7% |
| Participation rate | 86.4% | 55.1%+31.3pp | 73.8%+12.7pp | 60.3%+26.1pp |
| Annual return | 14.65% | 42.83%-28.2pp | 282.51%-267.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,908 | $2,160-11.6% | $2,721-29.9% | $2,241-14.8% |
| Participant deferral / active EE | $6,410 | $2,788+129.9% | $4,175+53.5% | $3,767+70.1% |
| Admin fee / account holder | $118 | $2,290-94.9% | $5,349-97.8% | $2,969-96.0% |