Filed February 25, 2010
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $425,553 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENT TRUST CO Service code 27 · EIN 91-1116938 | Advisory (Plan) | $124,503 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $31,139 |
CAPITAL MGMT SERVICES INC4 years Service code 27 · EIN 43-1410129 | Advisory (Plan) | $7,017 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,442 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,284 | $145,877-3.1% | $150,045-5.8% | $102,872+37.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 82.3%+17.7pp | 73.0%+27.0pp |
| Annual return | 17.59% | 21.37%-3.8pp | 62.55%-45.0pp | 19.06%-1.5pp |
| Employer contribution / active EE | $3,367 | $4,710-28.5% | $4,693-28.3% | $3,526-4.5% |
| Participant deferral / active EE | $12,388 | $9,491+30.5% | $7,997+54.9% | $5,535+123.8% |
| Admin fee / account holder | $116 | $176-34.2% | $13,435-99.1% | $292-60.4% |