Filed March 27, 2011
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 15 · EIN 13-3689044 | Recordkeeping | $53,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,280 | $66,457-21.3% | $81,382-35.8% | $77,643-32.7% |
| Participation rate | 98.4% | 68.7%+29.7pp | 69.5%+29.0pp | 70.6%+27.9pp |
| Annual return | 13.74% | 15.93%-2.2pp | 24.73%-11.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,536 | $2,159+17.4% | $2,463+3.0% | $2,726-7.0% |
| Participant deferral / active EE | $4,621 | $3,679+25.6% | $3,883+19.0% | $4,647-0.6% |
| Admin fee / account holder | $130 | $583-77.6% | $5,768-97.7% | $430-69.7% |