Filed March 1, 2005 (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 |
|---|---|---|
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $5,130 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 ONE BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,785 | $66,528+57.5% | $86,874+20.6% | $86,799+20.7% |
| Participation rate | 83.7% | 72.4%+11.4pp | 71.6%+12.1pp | 72.3%+11.5pp |
| Annual return | 24.69% | 19.56%+5.1pp | 63.52%-38.8pp | 97.91%-73.2pp |
| Employer contribution / active EE | $844 | $2,007-57.9% | $2,495-66.2% | $2,405-64.9% |
| Participant deferral / active EE | $3,206 | $3,240-1.0% | $3,699-13.3% | $4,131-22.4% |
| Admin fee / account holder | $18 | $148-88.2% | $5,828-99.7% | $170-89.7% |