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 | $6,728 |
BREWSTER & BREWSTER, INC.2+ years Service code 15 · EIN 34-1842059 | Recordkeeping | $1,100 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,530 | $60,165-57.6% | $74,183-65.6% | $55,167-53.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 76.6%+10.9pp | 69.0%+18.5pp |
| Annual return | 8.24% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $493 | $1,600-69.2% | $2,370-79.2% | $1,963-74.9% |
| Participant deferral / active EE | $2,644 | $2,973-11.1% | $3,550-25.5% | $3,054-13.4% |
| Admin fee / account holder | $49 | $419-88.4% | $5,586-99.1% | $504-90.3% |