Filed May 21, 2012 (most recent of 2 filings on file)
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $157,468 |
Filed as: PRIME CAPITAL FINANCIAL Service code 27 · EIN 47-0259043 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC11+ years Service code 10 · EIN 47-0625816 | Accounting | $19,750 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $428,854 | $119,446+259.0% | $150,045+185.8% | $85,563+401.2% |
| Participation rate | 99.8% | 75.4%+24.3pp | 82.3%+17.4pp | 66.0%+33.8pp |
| Annual return | 15.06% | 23.72%-8.7pp | 62.55%-47.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $13,356 | $4,078+227.5% | $4,693+184.6% | $2,654+403.3% |
| Participant deferral / active EE | $16,112 | $7,985+101.8% | $7,997+101.5% | $4,375+268.3% |
| Admin fee / account holder | $222 | $548-59.4% | $13,435-98.3% | $834-73.3% |