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 | $19,805 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,562 |
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 | $47,863 | $73,638-35.0% | $95,952-50.1% | $73,488-34.9% |
| Participation rate | 90.7% | 76.2%+14.5pp | 77.1%+13.6pp | 70.7%+20.0pp |
| Annual return | 18.32% | 16.78%+1.5pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $497 | $1,863-73.3% | $2,541-80.4% | $2,270-78.1% |
| Participant deferral / active EE | $3,174 | $3,617-12.3% | $4,167-23.8% | $3,740-15.1% |
| Admin fee / account holder | $187 | $482-61.3% | $6,795-97.3% | $513-63.6% |