Filed June 14, 2006 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,161 |
BREWSTER & BREWSTER, INC.1+ years Service code 15 · EIN 34-1842059 | Recordkeeping | $1,180 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,460 | $54,320-55.0% | $67,652-63.8% | $52,331-53.3% |
| Participation rate | 86.8% | 73.6%+13.2pp | 75.7%+11.1pp | 68.1%+18.7pp |
| Annual return | 0.64% | 6.81%-6.2pp | 6625.04%-6624.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $378 | $1,544-75.5% | $2,266-83.3% | $1,882-79.9% |
| Participant deferral / active EE | $1,974 | $2,950-33.1% | $3,560-44.5% | $3,022-34.7% |
| Admin fee / account holder | $52 | $527-90.1% | $4,821-98.9% | $592-91.1% |