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.7+ years Service code 17 · EIN 31-1585572 | Pension Consulting | $26,872 |
Filed as: ESLER & VANDERSCHAFF CO., LPA Service code 16 · EIN 31-1399107 | Consulting | $25,728 |
Service code 10 · EIN 31-0800053 | Accounting | $15,200 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,884 |
Filed as: EXCALIBUR MANAGEMENT CORP. Service code 28 · EIN 04-3125731 | Investment Management | $6,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,019 | $120,057-40.0% | $75,696-4.9% | $93,030-22.6% |
| Participation rate | 98.9% | 77.3%+21.6pp | 74.8%+24.1pp | 73.9%+25.0pp |
| Annual return | 13.37% | 19.62%-6.2pp | 104.53%-91.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $4,409 | $3,253+35.5% | $2,743+60.8% | $2,706+63.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $19 | $81-76.9% | $3,619-99.5% | $152-87.6% |