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.3+ years Service code 28 · EIN 31-1585572 | Investment Management | $46,597 |
Service code 10 · EIN 31-0800053 | Accounting | $16,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,523 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,982 |
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 | $97,490 | $92,091+5.9% | $62,995+54.8% | $77,958+25.1% |
| Participation rate | 99.0% | 74.5%+24.6pp | 74.8%+24.2pp | 71.6%+27.4pp |
| Annual return | 15.47% | 16.23%-0.8pp | 87.57%-72.1pp | 20.87%-5.4pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,179 | $3,361+54.1% | $3,329+55.6% | $3,537+46.4% |
| Admin fee / account holder | $19 | $48-60.5% | $3,600-99.5% | $97-80.5% |