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 COMPANY3+ years Service code 10 · EIN 68-0006364 145 NORTH REDWOOD DRIVE · SAN RAFAEL, CA 94903 | Accounting | $10,890 |
PENTEGRA SERVICES, INC.4+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $4,950 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA TRUST COMPANY Service code 25 · EIN 13-4021417 | Directed Trustee | $0 |
RELIANCE TRUST COMPANY4+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $0 |
STATE STREET GLOBAL ADVISORS4+ 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 | $98,920 | $80,005+23.6% | $140,016-29.4% | $55,725+77.5% |
| Participation rate | 82.2% | 87.0%-4.7pp | 87.5%-5.3pp | 70.9%+11.4pp |
| Annual return | 0.82% | 0.46%+0.4pp | 651.12%-650.3pp | 244.93%-244.1pp |
| Employer contribution / active EE | $3,082 | $3,403-9.4% | $5,606-45.0% | $2,078+48.3% |
| Participant deferral / active EE | $7,501 | $5,264+42.5% | $6,927+8.3% | $3,356+123.5% |
| Admin fee / account holder | $346 | $116+199.0% | $10,705-96.8% | $115+200.3% |