Filed March 12, 1998
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 | Shareholder servicing fees; Distribut... | $264,003 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 13-2834414 | Consulting | $148,455 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $20,396 |
Filed as: GREENSFELDER, HEMKER & GALE, PC Service code 29 · EIN 43-1313567 | Legal | $16,643 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | 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 | $112,920 | $110,299+2.4% | $102,423+10.2% | $199,593-43.4% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 12.95% | 35.73%-22.8pp | 29.32%-16.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $3,596 | $3,603-0.2% | $3,023+18.9% | $3,034+18.5% |
| Participant deferral / active EE | $7,177 | $6,376+12.6% | $5,053+42.0% | $5,087+41.1% |
| Admin fee / account holder | $138 | $122+12.6% | $9,451-98.5% | $269-48.8% |