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 | $100,018 |
BLUE BIRD BODY COMPANY6+ years Service code 10 · EIN 58-0813156 | Accounting | $90,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,821 | $176,491-55.3% | $95,952-17.9% | $90,288-12.7% |
| Participation rate | 65.8% | 86.6%-20.8pp | 77.1%-11.3pp | 73.4%-7.5pp |
| Annual return | 15.05% | 20.14%-5.1pp | 91.61%-76.6pp | 53.97%-38.9pp |
| Employer contribution / active EE | $770 | $2,789-72.4% | $2,541-69.7% | $2,524-69.5% |
| Participant deferral / active EE | $2,786 | $5,340-47.8% | $4,167-33.1% | $4,232-34.2% |
| Admin fee / account holder | $63 | $154-59.3% | $6,795-99.1% | $114-45.0% |