Filed March 18, 2011
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 | Recordkeeping and information managem... | $406,479 |
Filed as: VALIC Service code 50 · EIN 74-1625348 | Direct Payment | $30,857 |
Service code 50 11225 NORTH COMMUNITY HOUSE ROAD CH · CHARLOTTE, NC 28277 | Direct Payment | $5,785 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $107,106 | $67,679+58.3% | $155,509-31.1% | $99,062+8.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.2%+21.8pp | 71.6%+28.4pp |
| Annual return | 14.80% | 16.16%-1.4pp | 64.67%-49.9pp | 17.66%-2.9pp |
| Employer contribution / active EE | $2,874 | $2,268+26.7% | $4,672-38.5% | $3,262-11.9% |
| Participant deferral / active EE | $9,397 | $3,828+145.4% | $5,626+67.0% | $5,331+76.3% |
| Admin fee / account holder | $36 | $94-61.6% | $15,912-99.8% | $109-67.0% |