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 17 · EIN 31-1585572 | Pension Consulting | $23,073 |
Service code 10 · EIN 31-0800053 | Accounting | $14,300 |
Service code 28 · EIN 04-3556455 | Investment Management | $5,138 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,984 |
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 | $60,175 | $204,517-70.6% | $69,455-13.4% | $77,787-22.6% |
| Participation rate | 99.5% | 74.6%+24.9pp | 74.6%+24.9pp | 73.2%+26.3pp |
| Annual return | 17.82% | 22.10%-4.3pp | 28.97%-11.1pp | 32.57%-14.8pp |
| Employer contribution / active EE | $4,180 | $3,548+17.8% | $2,779+50.4% | $2,504+66.9% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $11 | $101-89.3% | $3,839-99.7% | $100-89.2% |