Filed October 24, 1997 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 SIEGEL5+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $19,861 |
CONRAD SIEGEL3 years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $9,660 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC, 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 |
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 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 39-1777365 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
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 | $109,672 | $54,762+100.3% | $90,281+21.5% | $72,985+50.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.14% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $7,288 | $2,092+248.3% | $2,854+155.3% | $2,440+198.7% |
| Participant deferral / active EE | $5,145 | $2,887+78.2% | $3,885+32.4% | $3,607+42.6% |
| Admin fee / account holder | $234 | $3,972-94.1% | $5,351-95.6% | $5,124-95.4% |