Filed November 1, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $270,871 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,651 | $115,444-10.2% | $65,493+58.3% | $102,872+0.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.1%+26.9pp | 73.0%+27.0pp |
| Annual return | 15.28% | 15.94%-0.7pp | 982.45%-967.2pp | 19.06%-3.8pp |
| Employer contribution / active EE | $4,581 | $3,409+34.4% | $2,574+78.0% | $3,526+29.9% |
| Participant deferral / active EE | $6,927 | $4,118+68.2% | $3,961+74.9% | $5,535+25.1% |
| Admin fee / account holder | $81 | $123-33.9% | $5,028-98.4% | $292-72.2% |