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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $214,990 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,737 | $131,799-32.7% | $200,582-55.8% | $85,563+3.7% |
| Participation rate | 96.8% | 87.9%+8.9pp | 86.9%+10.0pp | 66.0%+30.9pp |
| Annual return | 17.52% | 21.59%-4.1pp | 42.33%-24.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $5,115 | $4,532+12.9% | $6,419-20.3% | $2,654+92.8% |
| Participant deferral / active EE | $7,588 | $7,702-1.5% | $9,331-18.7% | $4,375+73.4% |
| Admin fee / account holder | $146 | $235-38.1% | $16,305-99.1% | $834-82.6% |