Filed January 18, 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 |
|---|---|---|
HOOVER FINANCIAL ADVISORS2 years Filed as: HOOVER FINANCIAL ADVISORS, INC. Service code 26 · EIN 20-2086231 | Advisory (Participants) | $21,000 |
Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $9,035 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $93,639 | $65,322+43.3% | $70,449+32.9% | $73,488+27.4% |
| Participation rate | 90.6% | 77.0%+13.7pp | 75.1%+15.6pp | 70.7%+19.9pp |
| Annual return | 11.88% | 15.71%-3.8pp | 109.03%-97.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,520 | $2,460+2.5% | $2,737-7.9% | $2,270+11.0% |
| Participant deferral / active EE | $4,927 | $3,375+46.0% | $3,709+32.9% | $3,740+31.8% |
| Admin fee / account holder | $171 | $214-20.2% | $3,845-95.6% | $513-66.7% |