Filed March 20, 1995
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 440 MAMARONECK AVE · HARRISON, NY 105282418 | Recordkeeping | $10,612 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,325 |
AMERICAN FUNDS3+ years Service code 28 | Investment Management | $0 |
Filed as: ING FINANCIAL ADVISERS Service code 63 | 12b-1 Fees | $0 |
Filed as: ING LIFE INSURANCE AND ANNUITY CO Service code 60 | Sub-TA Fees | $0 |
JANUS HENDERSON3+ years Filed as: JANUS FUNDS Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE FUNDS Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,728 | $64,909-11.1% | $82,313-29.9% | $62,292-7.3% |
| Participation rate | 64.8% | 74.9%-10.0pp | 76.9%-12.0pp | 69.5%-4.7pp |
| Annual return | 16.13% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $418 | $1,676-75.1% | $2,428-82.8% | $2,042-79.5% |
| Participant deferral / active EE | $2,143 | $3,103-30.9% | $3,706-42.2% | $3,169-32.4% |
| Admin fee / account holder | $148 | $440-66.4% | $5,608-97.4% | $479-69.2% |