Filed January 20, 2009 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $129,937 |
TAIBER KOSMALA & ASSOC LLC5 years Service code 27 · EIN 45-4378620 | Advisory (Plan) | $45,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,249 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,331 | $129,021+118.1% | $184,203+52.7% | $77,643+262.3% |
| Participation rate | 97.6% | 87.3%+10.2pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 15.07% | 33.27%-18.2pp | 28.81%-13.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,250 | $4,413-3.7% | $6,427-33.9% | $2,726+55.9% |
| Participant deferral / active EE | $17,285 | $7,297+136.9% | $9,131+89.3% | $4,647+271.9% |
| Admin fee / account holder | $220 | $254-13.4% | $13,901-98.4% | $430-48.9% |