Filed February 6, 2001
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 SOLUT Service code 12 · EIN 13-3689044 | Participant communication; Sales load... | $22,205 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $49,687 | $44,989+10.4% | $170,442-70.8% | $77,958-36.3% |
| Participation rate | 98.3% | 64.6%+33.7pp | 83.6%+14.7pp | 71.6%+26.7pp |
| Annual return | 17.84% | 19.61%-1.8pp | 205.93%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $586 | $1,466-60.0% | $5,433-89.2% | $2,310-74.6% |
| Participant deferral / active EE | $3,528 | $2,208+59.8% | $4,939-28.6% | $3,537-0.2% |
| Admin fee / account holder | $11 | $69-83.5% | $13,880-99.9% | $97-88.3% |