Filed April 30, 2003
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; Account ma... | $232,664 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | 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 | $74,872 | $122,854-39.1% | $184,200-59.4% | $199,768-62.5% |
| Participation rate | 95.8% | 87.0%+8.7pp | 86.8%+8.9pp | 72.0%+23.7pp |
| Annual return | 13.70% | 143.99%-130.3pp | 28.80%-15.1pp | 34.26%-20.6pp |
| Employer contribution / active EE | $6,665 | $4,588+45.3% | $6,424+3.8% | $3,037+119.5% |
| Participant deferral / active EE | $5,627 | $7,995-29.6% | $9,132-38.4% | $5,090+10.6% |
| Admin fee / account holder | $149 | $120+24.0% | $13,907-98.9% | $269-44.6% |