Filed January 29, 2006
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 SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $8,050 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH1+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | 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 | $28,424 | $50,498-43.7% | $75,781-62.5% | $55,191-48.5% |
| Participation rate | 91.8% | 69.4%+22.4pp | 75.8%+16.0pp | 69.2%+22.7pp |
| Annual return | -1.19% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $434 | $2,291-81.1% | $3,323-86.9% | $1,899-77.2% |
| Participant deferral / active EE | $2,478 | $2,589-4.3% | $3,651-32.1% | $3,046-18.7% |
| Admin fee / account holder | $38 | $123-69.0% | $5,299-99.3% | $91-58.0% |