Filed April 27, 2006
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $226,834 |
DYNAMIC PENSION SERVICES, INC.10+ years Service code 28 · EIN 31-1585572 | Investment Management | $51,338 |
IRONSHORE FINANCIAL, LLC3 years Service code 17 · EIN 26-3250760 | Pension Consulting | $24,777 |
Service code 10 · EIN 31-0800053 | Accounting | $21,250 |
Filed as: ASSETMARK,INC. Service code 28 · EIN 58-2113323 | Investment Management | $6,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,367 | $113,293+14.2% | $67,502+91.6% | $199,593-35.2% |
| Participation rate | 72.4% | 73.3%-0.9pp | 72.9%-0.4pp | 72.0%+0.5pp |
| Annual return | 13.45% | 15.88%-2.4pp | 3512.12%-3498.7pp | 34.25%-20.8pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,060 | $4,159+21.7% | $4,000+26.5% | $5,087-0.5% |
| Admin fee / account holder | $66 | $103-35.9% | $3,998-98.4% | $269-75.6% |