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 52 · EIN 04-1590850 | Indirect Investment Fees | $122,662 |
Filed as: BLUE BIRD CORPORATION Service code 10 · EIN 58-0813156 | Accounting | $60,763 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $72 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,203 | $105,247-38.0% | $87,100-25.1% | $77,787-16.2% |
| Participation rate | 63.3% | 85.8%-22.5pp | 76.9%-13.5pp | 73.2%-9.9pp |
| Annual return | 21.16% | 24.52%-3.4pp | 28.19%-7.0pp | 32.57%-11.4pp |
| Employer contribution / active EE | $889 | $2,895-69.3% | $2,521-64.7% | $2,504-64.5% |
| Participant deferral / active EE | $2,544 | $5,060-49.7% | $4,049-37.2% | $3,967-35.9% |
| Admin fee / account holder | $69 | $104-34.1% | $7,497-99.1% | $100-31.2% |