Filed January 6, 2006
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,369 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,159 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $6,738 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,940 | $65,908-6.0% | $81,812-24.3% | $77,643-20.2% |
| Participation rate | 80.9% | 65.8%+15.1pp | 72.3%+8.5pp | 70.6%+10.3pp |
| Annual return | 11.48% | 26.64%-15.2pp | 773.79%-762.3pp | 31.24%-19.8pp |
| Employer contribution / active EE | $2,108 | $2,370-11.1% | $2,912-27.6% | $2,726-22.7% |
| Participant deferral / active EE | $2,543 | $3,505-27.5% | $4,319-41.1% | $4,647-45.3% |
| Admin fee / account holder | $46 | $526-91.3% | $7,386-99.4% | $430-89.4% |