Filed March 18, 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 year Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $38,126 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $35,113 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,378 |
DIMENSIONAL FUND ADVISORS3+ 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.
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 | $68,030 | $81,537-16.6% | $149,718-54.6% | $69,631-2.3% |
| Participation rate | 92.2% | 86.1%+6.0pp | 87.1%+5.1pp | 70.7%+21.5pp |
| Annual return | 13.03% | 22.79%-9.8pp | 1501.63%-1488.6pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $2,340 | $3,239-27.8% | $5,445-57.0% | $2,032+15.1% |
| Participant deferral / active EE | $3,361 | $4,994-32.7% | $6,569-48.8% | $3,224+4.3% |
| Admin fee / account holder | $200 | $107+87.0% | $11,283-98.2% | $110+81.0% |