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 | Direct payment from the plan; Finders... | $36,265 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $52 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: BC ZIEGLER & COMPANY Service code 16 735 N WATER ST · MILWAUKEE, WI 53202 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,124 | $37,213-16.4% | $156,549-80.1% | $63,975-51.3% |
| Participation rate | 54.6% | 65.0%-10.4pp | 84.0%-29.5pp | 71.1%-16.6pp |
| Annual return | 10.20% | 47.89%-37.7pp | 32.23%-22.0pp | 48.65%-38.4pp |
| Employer contribution / active EE | $1,144 | $1,357-15.7% | $5,501-79.2% | $2,182-47.6% |
| Participant deferral / active EE | $1,961 | $2,070-5.3% | $4,871-59.8% | $3,356-41.6% |
| Admin fee / account holder | $27 | $56-52.8% | $13,027-99.8% | $70-62.2% |