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 COMPANY11+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $217,071 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $348 |
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 | $39,682 | $57,610-31.1% | $154,803-74.4% | $102,872-61.4% |
| Participation rate | 77.3% | 59.5%+17.9pp | 78.1%-0.8pp | 73.0%+4.3pp |
| Annual return | 14.29% | 30.49%-16.2pp | 58.88%-44.6pp | 19.06%-4.8pp |
| Employer contribution / active EE | $1,448 | $1,883-23.1% | $4,305-66.4% | $3,526-58.9% |
| Participant deferral / active EE | $2,928 | $2,914+0.5% | $5,540-47.2% | $5,535-47.1% |
| Admin fee / account holder | $67 | $368-81.8% | $14,329-99.5% | $292-77.1% |