Filed March 11, 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 | Claims processing; Recordkeeping fees... | $119,356 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,063 | $122,186-21.4% | $146,958-34.6% | $199,593-51.9% |
| Participation rate | 97.1% | 78.3%+18.9pp | 82.2%+15.0pp | 72.0%+25.2pp |
| Annual return | 16.68% | 30.56%-13.9pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $4,187 | $4,093+2.3% | $4,933-15.1% | $3,034+38.0% |
| Participant deferral / active EE | $8,402 | $8,502-1.2% | $8,070+4.1% | $5,087+65.2% |
| Admin fee / account holder | $59 | $179-67.1% | $12,998-99.5% | $269-78.1% |