Filed September 7, 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 |
|---|---|---|
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Contract Administrator; Claims proces... | $18,344 |
UHY LLP1 year Service code 10 PO BOX 72243 · CLEVELAND, OH 44192 | Accounting | $11,685 |
DOEREN MAYHEW2 years Service code 15 · EIN 87-4032470 | Recordkeeping | $4,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,314 | $122,239-54.7% | $184,203-70.0% | $74,495-25.7% |
| Participation rate | 91.9% | 85.5%+6.5pp | 86.8%+5.1pp | 67.2%+24.7pp |
| Annual return | 15.16% | 19.95%-4.8pp | 28.81%-13.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,217 | $4,537-51.1% | $6,427-65.5% | $2,623-15.5% |
| Participant deferral / active EE | $5,356 | $7,139-25.0% | $9,131-41.3% | $4,346+23.2% |
| Admin fee / account holder | $140 | $1,260-88.9% | $13,901-99.0% | $1,942-92.8% |