Filed June 7, 2002
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 |
|---|---|---|
Filed as: TRANSAMERICA CORPORATION Service code 49 · EIN 42-1484983 | Other Services | $50,829 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $21,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,923 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $17,395 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,136 | $185,342-38.4% | $111,297+2.6% | $86,799+31.5% |
| Participation rate | 99.8% | 81.0%+18.9pp | 77.3%+22.5pp | 72.3%+27.6pp |
| Annual return | 10.25% | 500.80%-490.5pp | 54.65%-44.4pp | 97.91%-87.7pp |
| Employer contribution / active EE | $8,630 | $2,246+284.2% | $2,731+216.0% | $2,405+258.8% |
| Participant deferral / active EE | $6,339 | $4,458+42.2% | $4,487+41.3% | $4,131+53.4% |
| Admin fee / account holder | $162 | $255-36.8% | $7,964-98.0% | $170-4.7% |