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 | Direct payment from the plan; Investm... | $76,389 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $45,000 |
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 | $447,002 | $119,446+274.2% | $150,045+197.9% | $85,563+422.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 16.20% | 23.72%-7.5pp | 62.55%-46.4pp | 31.51%-15.3pp |
| Employer contribution / active EE | $10,086 | $4,078+147.3% | $4,693+114.9% | $2,654+280.1% |
| Participant deferral / active EE | $11,256 | $7,985+41.0% | $7,997+40.7% | $4,375+157.3% |
| Admin fee / account holder | $278 | $548-49.3% | $13,435-97.9% | $834-66.7% |