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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $171,715 |
Service code 10 · EIN 31-0800053 | Accounting | $15,000 |
DYNAMIC PENSION SERVICES, INC.8+ years Service code 17 · EIN 31-1585572 | Pension Consulting | $14,081 |
Filed as: ESLER & VANDERSCHAFF CO., LPA Service code 16 · EIN 31-1399107 | Consulting | $12,481 |
IRONSHORE FINANCIAL, LLC1 year Service code 17 · EIN 26-3250760 | Pension Consulting | $11,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,523 | $98,780-36.7% | $60,874+2.7% | $77,904-19.7% |
| Participation rate | 97.6% | 76.7%+21.0pp | 73.1%+24.5pp | 73.7%+24.0pp |
| Annual return | -12.08% | -11.56%-0.5pp | 16.90%-29.0pp | 12.21%-24.3pp |
| Employer contribution / active EE | $4,509 | $3,605+25.1% | $2,701+66.9% | $2,848+58.3% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $49 | $89-45.0% | $3,224-98.5% | $133-63.2% |