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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Investment management; Direct payment... | $186,229 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $125,000 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $39,707 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,501 | $76,173-4.8% | $81,438-11.0% | $199,768-63.7% |
| Participation rate | 97.3% | 76.3%+21.1pp | 69.5%+27.8pp | 72.0%+25.3pp |
| Annual return | 12.92% | 15.59%-2.7pp | 24.74%-11.8pp | 34.26%-21.3pp |
| Employer contribution / active EE | $1,990 | $2,792-28.7% | $2,460-19.1% | $3,037-34.5% |
| Participant deferral / active EE | $5,249 | $4,201+24.9% | $3,883+35.2% | $5,090+3.1% |
| Admin fee / account holder | $133 | $146-8.7% | $5,764-97.7% | $269-50.4% |