Filed December 2, 2011 (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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $159,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,586 | $65,908+1.0% | $81,812-18.6% | $77,643-14.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 14.73% | 26.64%-11.9pp | 773.79%-759.1pp | 31.24%-16.5pp |
| Employer contribution / active EE | $6,325 | $2,370+166.8% | $2,912+117.2% | $2,726+132.0% |
| Participant deferral / active EE | $7,019 | $3,505+100.2% | $4,319+62.5% | $4,647+51.0% |
| Admin fee / account holder | $121 | $526-77.0% | $7,386-98.4% | $430-71.9% |