Filed January 6, 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 |
|---|---|---|
ECKHOFF AND COMPANY2+ years Service code 10 · EIN 68-0006364 145 NORTH REDWOOD DRIVE · SAN RAFAEL, CA 94903 | Accounting | $11,000 |
PENTEGRA SERVICES, INC.3+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $2,696 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA TRUST COMPANY Service code 25 · EIN 13-4021417 | Directed Trustee | $0 |
RELIANCE TRUST COMPANY3+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $0 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,619 | $81,537+24.6% | $149,718-32.1% | $69,631+45.9% |
| Participation rate | 77.9% | 86.1%-8.3pp | 87.1%-9.2pp | 70.7%+7.2pp |
| Annual return | 17.97% | 22.79%-4.8pp | 1501.63%-1483.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,688 | $3,239-17.0% | $5,445-50.6% | $2,032+32.3% |
| Participant deferral / active EE | $6,354 | $4,994+27.2% | $6,569-3.3% | $3,224+97.1% |
| Admin fee / account holder | $578 | $107+440.9% | $11,283-94.9% | $110+423.4% |