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 FINANCIAL LIFE INS CO Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $27,794 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $12,363 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,266 | $45,382+54.8% | $154,107-54.4% | $75,289-6.7% |
| Participation rate | 67.5% | 65.9%+1.6pp | 83.0%-15.5pp | 72.4%-4.9pp |
| Annual return | -4.46% | -0.47%-4.0pp | 735.12%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $716 | $1,533-53.3% | $5,298-86.5% | $2,405-70.2% |
| Participant deferral / active EE | $4,246 | $2,384+78.1% | $5,081-16.4% | $3,739+13.6% |
| Admin fee / account holder | $57 | $89-35.8% | $13,411-99.6% | $102-43.9% |