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 SIEGEL3+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $15,401 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH3+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS3+ 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 | $38,907 | $60,545-35.7% | $92,233-57.8% | $69,631-44.1% |
| Participation rate | 93.8% | 72.2%+21.7pp | 76.5%+17.4pp | 70.7%+23.2pp |
| Annual return | 14.28% | 19.71%-5.4pp | 176.28%-162.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $896 | $2,633-66.0% | $3,679-75.7% | $2,032-55.9% |
| Participant deferral / active EE | $3,096 | $2,828+9.5% | $3,897-20.5% | $3,224-4.0% |
| Admin fee / account holder | $63 | $145-56.6% | $5,194-98.8% | $110-43.1% |