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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $91,912 |
BOLTON PARTNERS, INC.11+ years Filed as: BOLTON PARTNERS Service code 27 · EIN 52-1871508 | Advisory (Plan) | $34,150 |
ELLIN & TUCKER, CHARTERED4 years Filed as: ELLIN & TUCKER, CHARTED Service code 10 · EIN 52-0959934 | Accounting | $19,000 |
MID ATLANTIC CAPITAL CORPORATION11+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES11+ 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 | $67,486 | $61,058+10.5% | $71,209-5.2% | $85,563-21.1% |
| Participation rate | 98.7% | 58.6%+40.1pp | 73.8%+24.9pp | 66.0%+32.7pp |
| Annual return | 17.13% | 100.41%-83.3pp | 282.51%-265.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,263 | $2,199+2.9% | $2,721-16.8% | $2,654-14.7% |
| Participant deferral / active EE | $4,591 | $3,173+44.7% | $4,175+10.0% | $4,375+4.9% |
| Admin fee / account holder | $139 | $855-83.8% | $5,349-97.4% | $834-83.4% |