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 SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $42,453 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $39,852 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,097 |
DIMENSIONAL FUND ADVISORS5+ 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 | $76,385 | $88,515-13.7% | $162,163-52.9% | $67,579+13.0% |
| Participation rate | 93.3% | 86.8%+6.5pp | 87.6%+5.7pp | 71.3%+22.0pp |
| Annual return | 20.08% | 27.04%-7.0pp | 115.59%-95.5pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,726 | $3,563-23.5% | $5,614-51.4% | $2,148+26.9% |
| Participant deferral / active EE | $3,702 | $5,724-35.3% | $7,298-49.3% | $3,539+4.6% |
| Admin fee / account holder | $215 | $124+74.2% | $10,843-98.0% | $142+51.4% |