Filed October 11, 1994
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.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1+ years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $23,108 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $16,527 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,580 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 23 · EIN 06-0566090 | Insurance services; Direct payment fr... | $135 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROLPOLITAN LIFE INSURANCE CO Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $68 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INV MGT, INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH1+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $180,449-100.0% | $154,107-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -91.25% | 888.09%-979.3pp | 735.12%-826.4pp | 519.73%-611.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |