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.2+ years Service code 12 · EIN 31-1585572 | Investment management; Direct payment... | $41,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,483 |
Service code 10 · EIN 31-0800053 | Accounting | $18,350 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
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 | $72,678 | $91,420-20.5% | $57,179+27.1% | $65,292+11.3% |
| Participation rate | 71.3% | 72.6%-1.4pp | 75.3%-4.1pp | 72.4%-1.2pp |
| Annual return | 8.01% | 7.55%+0.5pp | 14.59%-6.6pp | 11.84%-3.8pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,682-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $2,663 | $3,512-24.2% | $3,096-14.0% | $3,579-25.6% |
| Admin fee / account holder | $16 | $22-27.1% | $3,139-99.5% | $57-72.3% |