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.1+ years Service code 14 · EIN 31-1585572 | Plan Administrator | $22,458 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $13,300 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 51 · EIN 13-1624203 | Investment Mgmt Fees | $2,625 |
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 | $45,618 | $112,772-59.5% | $57,343-20.4% | $59,188-22.9% |
| Participation rate | 99.6% | 71.3%+28.3pp | 75.1%+24.5pp | 69.4%+30.2pp |
| Annual return | 1.53% | 0.85%+0.7pp | 24.39%-22.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $4,155 | $3,400+22.2% | $2,689+54.5% | $2,098+98.0% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $144-92.8% | $3,356-99.7% | $92-88.8% |