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 SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $14,391 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH2+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,952 | $57,921-41.4% | $84,750-59.9% | $57,658-41.1% |
| Participation rate | 92.3% | 72.9%+19.3pp | 76.6%+15.7pp | 70.2%+22.1pp |
| Annual return | 9.69% | 10.24%-0.6pp | 22.78%-13.1pp | 5.13%+4.6pp |
| Employer contribution / active EE | $947 | $2,598-63.6% | $3,574-73.5% | $1,974-52.0% |
| Participant deferral / active EE | $2,970 | $2,742+8.3% | $3,712-20.0% | $3,061-3.0% |
| Admin fee / account holder | $64 | $130-50.7% | $5,332-98.8% | $95-32.3% |