Filed October 19, 2004
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; Account ma... | $23,181 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $401 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,982 | $88,890+15.9% | $102,423+0.5% | $77,643+32.6% |
| Participation rate | 99.9% | 80.9%+18.9pp | 76.5%+23.4pp | 70.6%+29.3pp |
| Annual return | 16.06% | 24.98%-8.9pp | 29.32%-13.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,426 | $2,698-47.1% | $3,023-52.8% | $2,726-47.7% |
| Participant deferral / active EE | $7,191 | $5,145+39.8% | $5,053+42.3% | $4,647+54.7% |
| Admin fee / account holder | $30 | $235-87.1% | $9,451-99.7% | $430-92.9% |