Filed February 20, 2007 (most recent of 5 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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $563,630 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,140 | $67,679+0.7% | $155,509-56.2% | $99,062-31.2% |
| Participation rate | 96.8% | 67.2%+29.6pp | 78.2%+18.6pp | 71.6%+25.2pp |
| Annual return | 13.35% | 16.16%-2.8pp | 64.67%-51.3pp | 17.66%-4.3pp |
| Employer contribution / active EE | $3,424 | $2,268+51.0% | $4,672-26.7% | $3,262+5.0% |
| Participant deferral / active EE | $5,718 | $3,828+49.4% | $5,626+1.6% | $5,331+7.2% |
| Admin fee / account holder | $53 | $94-43.6% | $15,912-99.7% | $109-51.5% |