Filed April 1, 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 communication; Float reve... | $213,863 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $20,149 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $20,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,833 | $53,136+106.7% | $155,509-29.4% | $199,593-45.0% |
| Participation rate | 96.0% | 64.1%+32.0pp | 78.2%+17.8pp | 72.0%+24.1pp |
| Annual return | 12.78% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,088 | $1,851-41.2% | $4,672-76.7% | $3,034-64.1% |
| Participant deferral / active EE | $6,313 | $3,161+99.7% | $5,626+12.2% | $5,087+24.1% |
| Admin fee / account holder | $72 | $185-61.0% | $15,912-99.5% | $269-73.1% |