Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
PRIMETRUST ADVISORS, LLC9 years Filed as: PRIMETRUST ADVISORS Service code 16 · EIN 20-5346693 | Consulting | $24,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $17,977 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,248 | $62,127+90.3% | $81,382+45.3% | $74,495+58.7% |
| Participation rate | 89.4% | 64.0%+25.4pp | 69.5%+20.0pp | 67.2%+22.2pp |
| Annual return | 10.30% | 16.48%-6.2pp | 24.73%-14.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $3,505 | $1,882+86.2% | $2,463+42.3% | $2,623+33.6% |
| Participant deferral / active EE | $6,533 | $3,229+102.3% | $3,883+68.2% | $4,346+50.3% |
| Admin fee / account holder | $158 | $1,934-91.8% | $5,768-97.3% | $1,942-91.9% |