Filed July 16, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 33 · EIN 04-1590850 | Recordkeeping fees; Other investment ... | $91,127 |
Filed as: BLUE BIRD CORPORATION Service code 10 · EIN 58-0813156 | Accounting | $90,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $69 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,140 | $88,730-26.6% | $82,313-20.9% | $77,958-16.4% |
| Participation rate | 80.1% | 84.5%-4.4pp | 76.9%+3.2pp | 71.6%+8.4pp |
| Annual return | 17.97% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,058 | $2,758-61.6% | $2,428-56.4% | $2,310-54.2% |
| Participant deferral / active EE | $3,084 | $4,634-33.5% | $3,706-16.8% | $3,537-12.8% |
| Admin fee / account holder | $55 | $74-25.0% | $5,608-99.0% | $97-43.1% |