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 SIEGEL2 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $41,149 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $38,145 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,597 |
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 | $63,395 | $80,005-20.8% | $140,016-54.7% | $55,725+13.8% |
| Participation rate | 94.3% | 87.0%+7.3pp | 87.5%+6.8pp | 70.9%+23.4pp |
| Annual return | -4.96% | 0.46%-5.4pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,612 | $3,403-23.2% | $5,606-53.4% | $2,078+25.7% |
| Participant deferral / active EE | $3,566 | $5,264-32.3% | $6,927-48.5% | $3,356+6.3% |
| Admin fee / account holder | $211 | $116+82.7% | $10,705-98.0% | $115+83.5% |