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 17 · EIN 31-1585572 | Pension Consulting | $21,074 |
Service code 10 · EIN 31-0800053 | Accounting | $18,500 |
Filed as: ESLER & VANDERSCHAFF CO., LPA Service code 16 · EIN 31-1399107 | Consulting | $18,396 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,972 |
Service code 28 · EIN 04-3125731 | Investment Management | $5,750 |
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 | $67,509 | $105,581-36.1% | $70,449-4.2% | $90,288-25.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 13.25% | 14.78%-1.5pp | 109.03%-95.8pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,798 | $3,304-15.3% | $2,737+2.2% | $2,524+10.9% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $17 | $68-75.2% | $3,845-99.6% | $114-85.3% |