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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $222,729 |
DYNAMIC PENSION SERVICES, INC.8+ years Service code 28 · EIN 31-1585572 | Investment Management | $30,919 |
IRONSHORE FINANCIAL, LLC1 year Service code 17 · EIN 26-3250760 | Pension Consulting | $23,822 |
Service code 10 · EIN 31-0800053 | Accounting | $18,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,796 | $98,780+8.1% | $60,874+75.4% | $77,904+37.1% |
| Participation rate | 95.0% | 76.7%+18.3pp | 73.1%+21.9pp | 73.7%+21.3pp |
| Annual return | -11.12% | -11.56%+0.4pp | 16.90%-28.0pp | 12.21%-23.3pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,701-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $6,152 | $4,200+46.5% | $3,817+61.2% | $4,806+28.0% |
| Admin fee / account holder | $60 | $89-32.1% | $3,224-98.1% | $133-54.6% |