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 SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $15,738 |
Filed as: BOSTON TRUST WALDEN INC. Service code 28 100 SUMMER STREET · BOSTON, MA 43229 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,598 | $117,025-77.3% | $91,541-70.9% | $85,563-68.9% |
| Participation rate | 99.8% | 64.2%+35.6pp | 69.8%+30.0pp | 66.0%+33.8pp |
| Annual return | 13.87% | 18.02%-4.2pp | 20.50%-6.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,166 | $2,120-45.0% | $2,505-53.4% | $2,654-56.1% |
| Participant deferral / active EE | $1,557 | $3,446-54.8% | $4,008-61.1% | $4,375-64.4% |
| Admin fee / account holder | $27 | $1,242-97.8% | $6,956-99.6% | $834-96.7% |