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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,607 |
Service code 10 · EIN 31-0800053 | Accounting | $16,200 |
DYNAMIC PENSION SERVICES, INC.9+ years Service code 17 · EIN 31-1585572 | Pension Consulting | $9,615 |
IRONSHORE FINANCIAL, LLC2 years Service code 17 · EIN 26-3250760 | Pension Consulting | $7,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,003 | $105,179-34.4% | $64,056+7.7% | $80,160-13.9% |
| Participation rate | 97.5% | 73.5%+23.9pp | 72.3%+25.2pp | 72.9%+24.5pp |
| Annual return | 15.13% | 20.34%-5.2pp | 33.69%-18.6pp | 40.38%-25.3pp |
| Employer contribution / active EE | $4,905 | $3,311+48.2% | $2,747+78.6% | $2,978+64.7% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $48 | $113-57.4% | $3,068-98.4% | $145-66.7% |