Filed August 24, 2007
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $213,294 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $398 |
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 | $37,829 | $53,199-28.9% | $155,567-75.7% | $199,768-81.1% |
| Participation rate | 74.6% | 64.1%+10.4pp | 78.2%-3.6pp | 72.0%+2.6pp |
| Annual return | 12.40% | 41.17%-28.8pp | 64.74%-52.3pp | 34.26%-21.9pp |
| Employer contribution / active EE | $1,311 | $1,852-29.2% | $4,674-71.9% | $3,037-56.8% |
| Participant deferral / active EE | $2,743 | $3,163-13.3% | $5,628-51.3% | $5,090-46.1% |
| Admin fee / account holder | $71 | $186-61.5% | $15,916-99.6% | $269-73.5% |