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.6+ years Service code 28 · EIN 31-1585572 | Investment Management | $51,502 |
Service code 10 · EIN 31-0800053 | Accounting | $17,400 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,615 |
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 | $116,246 | $105,581+10.1% | $70,449+65.0% | $90,288+28.8% |
| Participation rate | 97.1% | 77.5%+19.5pp | 75.1%+22.0pp | 73.4%+23.7pp |
| Annual return | 13.74% | 14.78%-1.0pp | 109.03%-95.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,855 | $3,813+53.6% | $3,709+57.9% | $4,232+38.3% |
| Admin fee / account holder | $17 | $68-74.1% | $3,845-99.5% | $114-84.7% |