Filed June 22, 2006 (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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $85,382 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $32,912 |
ELLIN & TUCKER, CHARTERED3 years Filed as: ELLIN & TUCKER, CHARTED Service code 10 · EIN 52-0959934 | Accounting | $18,500 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $59,004 | $65,908-10.5% | $81,812-27.9% | $77,643-24.0% |
| Participation rate | 99.4% | 65.8%+33.6pp | 72.3%+27.1pp | 70.6%+28.8pp |
| Annual return | 13.27% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,303 | $2,370-2.9% | $2,912-20.9% | $2,726-15.5% |
| Participant deferral / active EE | $4,725 | $3,505+34.8% | $4,319+9.4% | $4,647+1.7% |
| Admin fee / account holder | $128 | $526-75.8% | $7,386-98.3% | $430-70.4% |