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.5+ years Service code 28 · EIN 31-1585572 | Investment Management | $62,627 |
Service code 10 · EIN 31-0800053 | Accounting | $17,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,426 |
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 | $104,451 | $204,517-48.9% | $69,455+50.4% | $77,787+34.3% |
| Participation rate | 99.1% | 74.6%+24.5pp | 74.6%+24.5pp | 73.2%+25.9pp |
| Annual return | 18.03% | 22.10%-4.1pp | 28.97%-10.9pp | 32.57%-14.5pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,663 | $3,478+62.8% | $3,535+60.2% | $3,967+42.7% |
| Admin fee / account holder | $19 | $101-81.5% | $3,839-99.5% | $100-81.4% |