Filed February 24, 2006 (most recent of 3 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 | Participant communication; Float reve... | $319,509 |
AON CONSULTING8 years Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $76,070 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $33,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $67,202 | $55,331+21.5% | $81,812-17.9% | $199,593-66.3% |
| Participation rate | 98.4% | 62.5%+35.9pp | 72.3%+26.1pp | 72.0%+26.4pp |
| Annual return | 13.00% | 19.59%-6.6pp | 773.79%-760.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $4,135 | $2,101+96.8% | $2,912+42.0% | $3,034+36.3% |
| Participant deferral / active EE | $7,482 | $3,283+127.9% | $4,319+73.3% | $5,087+47.1% |
| Admin fee / account holder | $70 | $346-79.8% | $7,386-99.1% | $269-74.1% |