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 SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $2,190 |
Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $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 SACHS1 year Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,918 | $63,764-67.2% | $81,930-74.5% | $79,858-73.8% |
| Participation rate | 70.1% | 67.5%+2.6pp | 72.0%-1.8pp | 69.6%+0.5pp |
| Annual return | -3.33% | 22.66%-26.0pp | 29.49%-32.8pp | 31.71%-35.0pp |
| Employer contribution / active EE | $292 | $1,795-83.8% | $4,310-93.2% | $2,471-88.2% |
| Participant deferral / active EE | $1,017 | $2,780-63.4% | $7,107-85.7% | $3,740-72.8% |
| Admin fee / account holder | $25 | $4,426-99.4% | $5,158-99.5% | $5,306-99.5% |