Filed August 25, 2010 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $395,968 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,800 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $27,751 | $81,357-65.9% | $75,972-63.5% | $199,593-86.1% |
| Participation rate | 98.5% | 69.9%+28.6pp | 69.1%+29.5pp | 72.0%+26.6pp |
| Annual return | 11.79% | 16.32%-4.5pp | 359.55%-347.8pp | 34.25%-22.5pp |
| Employer contribution / active EE | $1,070 | $3,341-68.0% | $2,685-60.2% | $3,034-64.7% |
| Participant deferral / active EE | $5,499 | $4,710+16.7% | $4,255+29.2% | $5,087+8.1% |
| Admin fee / account holder | $83 | $144-42.3% | $6,467-98.7% | $269-69.0% |