Filed April 7, 2011
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL, NICOLAUS & COMPANY, INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $25,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,813 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $9,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,086 | $49,915+0.3% | $154,803-67.6% | $74,304-32.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.36% | 34.06%-21.7pp | 58.88%-46.5pp | 29.43%-17.1pp |
| Employer contribution / active EE | $2,539 | $1,611+57.6% | $4,305-41.0% | $2,241+13.3% |
| Participant deferral / active EE | $3,829 | $2,255+69.8% | $5,540-30.9% | $3,767+1.6% |
| Admin fee / account holder | $257 | $2,189-88.3% | $14,329-98.2% | $2,969-91.3% |