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 | $20,339 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,827 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,712 | $65,376-39.3% | $87,100-54.4% | $65,185-39.1% |
| Participation rate | 89.3% | 75.3%+14.0pp | 76.9%+12.5pp | 70.2%+19.1pp |
| Annual return | 21.69% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $551 | $1,822-69.7% | $2,521-78.1% | $2,177-74.7% |
| Participant deferral / active EE | $2,794 | $3,388-17.5% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $180 | $520-65.4% | $7,497-97.6% | $847-78.8% |