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 SIEGEL4+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $16,900 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH4+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS4+ 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 | $37,115 | $55,449-33.1% | $83,848-55.7% | $56,287-34.1% |
| Participation rate | 96.8% | 68.0%+28.8pp | 76.1%+20.6pp | 69.9%+26.9pp |
| Annual return | -6.60% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,000 | $2,430-58.8% | $3,631-72.4% | $2,111-52.6% |
| Participant deferral / active EE | $3,462 | $2,935+17.9% | $4,082-15.2% | $3,350+3.3% |
| Admin fee / account holder | $66 | $656-89.9% | $5,478-98.8% | $521-87.3% |