See peer percentile detail with Solo.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 | Actuarial | $40,166 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 28 · EIN 01-0726056 | Investment Management | $13,371 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $8,572 |
DIMENSIONAL FUND ADVISORS4+ 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 |
Filed as: J.P. MORGAN INVESTMENT INC. Service code 28 270 PARK AVENUE · NEW YORK, NY 100172070 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 5.98% | 15.61%-9.6pp | 20.73%-14.8pp | 53.27%-47.3pp |
| Employer contribution / active EE | $2,406 | $10,773-77.7% | $36,500-93.4% | $14,774-83.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |