Filed November 2, 2004 (most recent of 3 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 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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $12,431 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $8,014 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,225 | $66,098-73.9% | $101,794-83.1% | $74,304-76.8% |
| Participation rate | 91.0% | 53.8%+37.2pp | 69.2%+21.8pp | 60.3%+30.6pp |
| Annual return | 17.52% | 19.59%-2.1pp | 30.53%-13.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $659 | $1,082-39.1% | $2,289-71.2% | $2,241-70.6% |
| Participant deferral / active EE | $2,917 | $2,781+4.9% | $4,084-28.6% | $3,767-22.6% |
| Admin fee / account holder | $176 | $4,146-95.8% | $8,777-98.0% | $2,969-94.1% |