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 SIEGEL8+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $51,976 |
CONRAD SIEGEL6 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $49,514 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $21,778 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,479 | $86,897-6.2% | $151,611-46.3% | $64,808+25.7% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.5%+8.4pp | 71.5%+24.4pp |
| Annual return | -13.76% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.6pp |
| Employer contribution / active EE | $3,037 | $4,010-24.3% | $6,166-50.7% | $2,506+21.2% |
| Participant deferral / active EE | $4,667 | $6,690-30.2% | $8,363-44.2% | $4,310+8.3% |
| Admin fee / account holder | $244 | $153+59.6% | $11,616-97.9% | $188+30.0% |