Filed May 13, 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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $26,178 |
RETIREMENT DIRECT9+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $25,620 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $8,989 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,671 | $100,227+14.4% | $169,993-32.5% | $74,419+54.1% |
| Participation rate | 74.2% | 87.3%-13.1pp | 87.0%-12.8pp | 70.7%+3.4pp |
| Annual return | 20.11% | 66.08%-46.0pp | 53.37%-33.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,543 | $4,263-40.4% | $6,785-62.5% | $2,637-3.6% |
| Participant deferral / active EE | $5,310 | $7,143-25.7% | $10,408-49.0% | $4,528+17.3% |
| Admin fee / account holder | $45 | $234-81.0% | $12,815-99.7% | $348-87.2% |