Filed October 18, 2004
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $35,352 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $26,250 |
Filed as: ENGELSON AND ASSOCIATES, LTD Service code 10 · EIN 39-1625814 | Accounting | $19,400 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,270 | $87,870+22.1% | $113,168-5.2% | $74,304+44.4% |
| Participation rate | 97.6% | 70.7%+26.9pp | 76.6%+21.1pp | 60.3%+37.3pp |
| Annual return | 13.25% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,488 | $2,277-34.7% | $2,975-50.0% | $2,241-33.6% |
| Participant deferral / active EE | $4,531 | $4,241+6.8% | $5,107-11.3% | $3,767+20.3% |
| Admin fee / account holder | $351 | $3,368-89.6% | $12,068-97.1% | $2,969-88.2% |