Filed October 18, 2004
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);... | $74,472 |
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $46,571 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,500 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,050 | $61,058+293.1% | $71,209+237.1% | $85,563+180.6% |
| Participation rate | 93.7% | 58.6%+35.1pp | 73.8%+19.9pp | 66.0%+27.7pp |
| Annual return | 13.10% | 100.41%-87.3pp | 282.51%-269.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $7,398 | $2,199+236.5% | $2,721+171.9% | $2,654+178.8% |
| Participant deferral / active EE | $10,499 | $3,173+230.9% | $4,175+151.5% | $4,375+140.0% |
| Admin fee / account holder | $288 | $855-66.3% | $5,349-94.6% | $834-65.5% |