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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $239,009 |
DYNAMIC PENSION SERVICES, INC.9+ years Service code 28 · EIN 31-1585572 | Investment Management | $35,385 |
IRONSHORE FINANCIAL, LLC2 years Service code 17 · EIN 26-3250760 | Pension Consulting | $27,200 |
Service code 10 · EIN 31-0800053 | Accounting | $19,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,369 | $105,179+13.5% | $64,056+86.4% | $80,160+48.9% |
| Participation rate | 72.3% | 73.5%-1.3pp | 72.3%0pp | 72.9%-0.7pp |
| Annual return | 15.79% | 20.34%-4.5pp | 33.69%-17.9pp | 40.38%-24.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,792 | $4,020+19.2% | $3,880+23.5% | $5,017-4.5% |
| Admin fee / account holder | $65 | $113-42.8% | $3,068-97.9% | $145-55.3% |