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.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $98,884 | $43,423+127.7% | $78,689+25.7% | $55,167+79.2% |
| Participation rate | 87.3% | 68.0%+19.3pp | 73.6%+13.8pp | 69.0%+18.4pp |
| Annual return | 9.48% | 11.53%-2.0pp | 62.18%-52.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,789 | $1,997-10.4% | $2,851-37.2% | $1,963-8.8% |
| Participant deferral / active EE | $5,481 | $2,509+118.5% | $3,517+55.8% | $3,054+79.5% |
| Admin fee / account holder | $13 | $416-96.8% | $4,510-99.7% | $504-97.3% |