Filed February 19, 2010
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 | Investment management; Direct payment... | $94,375 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $21 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,174 | $50,820+116.8% | $155,567-29.2% | $77,671+41.8% |
| Participation rate | 70.7% | 63.1%+7.6pp | 78.2%-7.5pp | 70.6%+0.1pp |
| Annual return | 13.29% | 34.85%-21.6pp | 64.74%-51.4pp | 31.21%-17.9pp |
| Employer contribution / active EE | $3,323 | $1,993+66.7% | $4,674-28.9% | $2,726+21.9% |
| Participant deferral / active EE | $5,415 | $2,823+91.8% | $5,628-3.8% | $4,648+16.5% |
| Admin fee / account holder | $140 | $436-67.9% | $15,916-99.1% | $430-67.5% |