Filed June 10, 2008
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,763 |
EQUITY SERVICES INC1 year Service code 15 · EIN 03-0221141 | Recordkeeping | $7,187 |
ATLANTIC PENSION SERVICES, INC.4+ years Service code 15 · EIN 23-2942715 | Recordkeeping | $750 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $640 |
Filed as: MESIROW FINANCIAL. INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $474 |
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 | $33,371 | $55,002-39.3% | $59,878-44.3% | $56,287-40.7% |
| Participation rate | 86.7% | 75.9%+10.8pp | 74.7%+12.0pp | 69.9%+16.8pp |
| Annual return | 10.49% | 1.13%+9.4pp | 3.46%+7.0pp | -9.96%+20.4pp |
| Employer contribution / active EE | $657 | $2,448-73.2% | $2,722-75.9% | $2,111-68.9% |
| Participant deferral / active EE | $5,642 | $3,121+80.8% | $3,402+65.8% | $3,350+68.4% |
| Admin fee / account holder | $120 | $236-49.0% | $3,590-96.7% | $521-76.9% |