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 SIEGEL7+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $52,963 |
CONRAD SIEGEL5 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $40,643 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,881 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,996 | $111,491-9.4% | $189,513-46.7% | $86,799+16.4% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 15.92% | 83.50%-67.6pp | 555.15%-539.2pp | 97.91%-82.0pp |
| Employer contribution / active EE | $3,206 | $3,951-18.9% | $6,162-48.0% | $2,405+33.3% |
| Participant deferral / active EE | $4,387 | $6,437-31.8% | $8,221-46.6% | $4,131+6.2% |
| Admin fee / account holder | $240 | $189+26.9% | $12,045-98.0% | $170+41.3% |