Filed March 31, 2005 (most recent of 4 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 | Distribution (12b-1) fees; Recordkeep... | $375,421 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,414 | $58,336+82.4% | $97,226+9.4% | $199,593-46.7% |
| Participation rate | 83.8% | 63.8%+20.1pp | 72.7%+11.1pp | 72.0%+11.8pp |
| Annual return | 15.98% | 32.81%-16.8pp | 75.13%-59.2pp | 34.25%-18.3pp |
| Employer contribution / active EE | $5,756 | $1,416+306.5% | $2,729+110.9% | $3,034+89.7% |
| Participant deferral / active EE | $6,921 | $3,240+113.6% | $4,264+62.3% | $5,087+36.1% |
| Admin fee / account holder | $88 | $114-23.2% | $5,654-98.5% | $269-67.4% |