Filed April 30, 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $235,517 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $39,863 | $31,741+25.6% | $56,411-29.3% | $199,593-80.0% |
| Participation rate | 76.3% | 32.3%+43.9pp | 52.5%+23.8pp | 72.0%+4.3pp |
| Annual return | 14.06% | 14.72%-0.7pp | 1701.33%-1687.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,447 | $508+185.0% | $1,039+39.3% | $3,034-52.3% |
| Participant deferral / active EE | $2,848 | $1,184+140.6% | $1,952+45.9% | $5,087-44.0% |
| Admin fee / account holder | $112 | $426-73.8% | $2,829-96.1% | $269-58.4% |