Filed May 2, 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 |
|---|---|---|
Filed as: TRANSMERICA RETIREMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $50,833 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $33,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,875 | $95,274+245.2% | $135,903+142.0% | $74,419+341.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.43% | 32.77%-16.3pp | 68.23%-51.8pp | 34.38%-18.0pp |
| Employer contribution / active EE | $13,601 | $3,874+251.1% | $4,856+180.1% | $2,637+415.7% |
| Participant deferral / active EE | $10,597 | $7,782+36.2% | $7,758+36.6% | $4,528+134.0% |
| Admin fee / account holder | $186 | $266-30.0% | $10,762-98.3% | $348-46.4% |