Filed February 11, 2011 (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 | Float revenue; Account maintenance fe... | $161,349 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $88,432 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,241 | $53,199+43.3% | $155,567-51.0% | $199,768-61.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 13.76% | 41.17%-27.4pp | 64.74%-51.0pp | 34.26%-20.5pp |
| Employer contribution / active EE | $2,446 | $1,852+32.1% | $4,674-47.7% | $3,037-19.4% |
| Participant deferral / active EE | $4,429 | $3,163+40.0% | $5,628-21.3% | $5,090-13.0% |
| Admin fee / account holder | $175 | $186-5.5% | $15,916-98.9% | $269-34.8% |