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.4+ years Service code 28 · EIN 31-1585572 | Investment Management | $60,419 |
Service code 10 · EIN 31-0800053 | Accounting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,514 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,969 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,484 | $87,173-0.8% | $59,878+44.4% | $75,289+14.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | -0.46% | -2.14%+1.7pp | 3.46%-3.9pp | -0.04%-0.4pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,304 | $3,379+57.0% | $3,402+55.9% | $3,739+41.9% |
| Admin fee / account holder | $21 | $75-71.7% | $3,590-99.4% | $102-79.3% |