Filed March 22, 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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $35,970 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: BC ZIEGLER & COMPANY Service code 16 735 N WATER ST · MILWAUKEE, WI 53202 | Consulting | $27,218 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,607 | $37,039-20.1% | $147,614-79.9% | $59,188-50.0% |
| Participation rate | 57.8% | 63.8%-5.9pp | 84.6%-26.8pp | 69.4%-11.6pp |
| Annual return | 0.15% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.4pp |
| Employer contribution / active EE | $662 | $1,353-51.1% | $5,564-88.1% | $2,098-68.5% |
| Participant deferral / active EE | $1,835 | $2,094-12.3% | $4,895-62.5% | $3,265-43.8% |
| Admin fee / account holder | $29 | $60-52.5% | $11,611-99.8% | $92-69.0% |