Filed October 24, 2003
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 | Sales loads (front end and deferred);... | $68,064 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,362 | $66,457+201.5% | $81,382+146.2% | $77,643+158.1% |
| Participation rate | 88.8% | 68.7%+20.1pp | 69.5%+19.3pp | 70.6%+18.2pp |
| Annual return | 13.63% | 15.93%-2.3pp | 24.73%-11.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,393 | $2,159+57.1% | $2,463+37.8% | $2,726+24.5% |
| Participant deferral / active EE | $8,737 | $3,679+137.5% | $3,883+125.0% | $4,647+88.0% |
| Admin fee / account holder | $182 | $583-68.7% | $5,768-96.8% | $430-57.6% |