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 | Participant loan processing; Recordke... | $51,709 |
Filed as: B C ZIEGLER & COMPANY Service code 16 | Consulting | $43,721 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: BC ZIEGLER & COMPANY Service code 16 735 N WATER ST · MILWAUKEE, WI 53202 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,008 | $44,989-35.5% | $170,442-83.0% | $77,958-62.8% |
| Participation rate | 60.0% | 64.6%-4.6pp | 83.6%-23.6pp | 71.6%-11.6pp |
| Annual return | 35.46% | 19.61%+15.9pp | 205.93%-170.5pp | 20.87%+14.6pp |
| Employer contribution / active EE | $681 | $1,466-53.6% | $5,433-87.5% | $2,310-70.5% |
| Participant deferral / active EE | $1,989 | $2,208-9.9% | $4,939-59.7% | $3,537-43.8% |
| Admin fee / account holder | $26 | $69-61.9% | $13,880-99.8% | $97-73.0% |