Filed November 29, 2005
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 | Participant communication; Shareholde... | $255,669 |
MARINER LLC6 years Service code 16 · EIN 20-4553256 | Consulting | $47,715 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,623 |
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 | $70,086 | $53,136+31.9% | $155,509-54.9% | $199,593-64.9% |
| Participation rate | 71.1% | 64.1%+7.0pp | 78.2%-7.1pp | 72.0%-0.9pp |
| Annual return | 14.15% | 41.15%-27.0pp | 64.67%-50.5pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,724 | $1,851-6.9% | $4,672-63.1% | $3,034-43.2% |
| Participant deferral / active EE | $4,162 | $3,161+31.7% | $5,626-26.0% | $5,087-18.2% |
| Admin fee / account holder | $130 | $185-29.9% | $15,912-99.2% | $269-51.7% |