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 SIEGEL6+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $43,368 |
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $39,526 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,397 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | 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 | $90,764 | $111,608-18.7% | $177,821-49.0% | $73,409+23.6% |
| Participation rate | 98.2% | 87.9%+10.3pp | 87.7%+10.4pp | 72.2%+26.0pp |
| Annual return | 12.54% | 18.23%-5.7pp | 48.32%-35.8pp | 59.29%-46.8pp |
| Employer contribution / active EE | $3,183 | $3,796-16.1% | $5,918-46.2% | $2,234+42.5% |
| Participant deferral / active EE | $4,342 | $6,199-30.0% | $7,714-43.7% | $3,805+14.1% |
| Admin fee / account holder | $222 | $166+34.2% | $12,427-98.2% | $158+40.7% |