Filed November 24, 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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $49,904 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING ADVISORS SOLUTIONS Service code 19 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities Custodian | $16,425 |
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $10,738 |
HUNTINGTON NATIONAL BANK4+ years Filed as: THE HUNTINGTON NATIONAL BANK Service code 20 · EIN 38-0966785 PO BOX 1558 · COLUMBUS, OH 43126 | Trustee (individual) | $8,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,185 | $59,186+109.8% | $76,768+61.8% | $56,287+120.6% |
| Participation rate | 86.3% | 75.2%+11.1pp | 77.0%+9.3pp | 69.9%+16.4pp |
| Annual return | -5.07% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,233 | $1,759-29.9% | $2,485-50.4% | $2,111-41.6% |
| Participant deferral / active EE | $3,251 | $3,255-0.1% | $3,852-15.6% | $3,350-2.9% |
| Admin fee / account holder | $427 | $489-12.7% | $6,675-93.6% | $521-18.0% |