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 EDGWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $50,608 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING ADVISORS SOLUTIONS Service code 19 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities Custodian | $13,048 |
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $11,546 |
HUNTINGTON NATIONAL BANK5+ years Filed as: THE HUNTINGTON NATIONAL BANK Service code 20 · EIN 38-0966785 PO BOX 1558 · COLUMBUS, OH 43126 | Trustee (individual) | $6,116 |
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 | $138,529 | $65,376+111.9% | $87,100+59.0% | $65,185+112.5% |
| Participation rate | 92.1% | 75.3%+16.8pp | 76.9%+15.3pp | 70.2%+21.9pp |
| Annual return | 21.77% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,223 | $1,822-32.9% | $2,521-51.5% | $2,177-43.8% |
| Participant deferral / active EE | $3,639 | $3,388+7.4% | $4,049-10.1% | $3,514+3.6% |
| Admin fee / account holder | $403 | $520-22.5% | $7,497-94.6% | $847-52.5% |