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 |
|---|---|---|
DYNAMIC PENSION SERVICES, INC.1+ years Service code 12 · EIN 31-1585572 | Investment management; Claims processing | $58,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,043 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $16,500 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 12 · EIN 13-1624203 | Claims processing; Investment management | $5,860 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,130 |
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 | $86,926 | $112,772-22.9% | $57,343+51.6% | $59,188+46.9% |
| Participation rate | 81.7% | 71.3%+10.4pp | 75.1%+6.6pp | 69.4%+12.3pp |
| Annual return | 3.40% | 0.85%+2.5pp | 24.39%-21.0pp | 5.51%-2.1pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,470 | $3,010+48.5% | $3,162+41.4% | $3,265+36.9% |
| Admin fee / account holder | $25 | $144-82.9% | $3,356-99.3% | $92-73.3% |