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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $389,213 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENT TRUST CO Service code 27 · EIN 91-1116938 | Advisory (Plan) | $127,867 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $14,178 |
CAPITAL MGMT SERVICES INC3 years Service code 27 · EIN 43-1410129 | Advisory (Plan) | $11,340 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,017 |
NATIONAL FINANCIAL SERVICES10+ 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 | $121,096 | $122,186-0.9% | $146,958-17.6% | $199,593-39.3% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.1pp | 72.0%+26.2pp |
| Annual return | 15.97% | 30.56%-14.6pp | 418.34%-402.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,728 | $4,093-33.4% | $4,933-44.7% | $3,034-10.1% |
| Participant deferral / active EE | $10,199 | $8,502+20.0% | $8,070+26.4% | $5,087+100.5% |
| Admin fee / account holder | $106 | $179-40.8% | $12,998-99.2% | $269-60.6% |