Filed October 25, 2006
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 | Participant loan processing; Account ... | $96,850 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,983 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN LLC Service code 10 · EIN 41-0746749 | Accounting | $17,975 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,205 | $2,679,533-97.9% | $164,813-65.3% | $199,593-71.3% |
| Participation rate | 95.4% | 78.3%+17.1pp | 78.6%+16.8pp | 72.0%+23.5pp |
| Annual return | 15.51% | 17.93%-2.4pp | 69.93%-54.4pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,421 | $2,970-18.5% | $4,341-44.2% | $3,034-20.2% |
| Participant deferral / active EE | $5,875 | $5,010+17.3% | $6,031-2.6% | $5,087+15.5% |
| Admin fee / account holder | $114 | $1,982-94.3% | $12,690-99.1% | $269-57.6% |