Filed February 1, 2007
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $25,567 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 16 | Consulting | $12,249 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS Service code 16 570 CARILLO PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,741 | $41,281-23.1% | $109,313-71.0% | $57,658-44.9% |
| Participation rate | 57.6% | 59.3%-1.7pp | 71.3%-13.6pp | 70.2%-12.6pp |
| Annual return | 7.76% | 8.97%-1.2pp | 22.07%-14.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $595 | $1,201-50.5% | $3,892-84.7% | $1,974-69.9% |
| Participant deferral / active EE | $1,613 | $2,223-27.4% | $3,166-49.0% | $3,061-47.3% |
| Admin fee / account holder | $142 | $75+88.8% | $5,666-97.5% | $95+50.3% |