Filed June 30, 2005
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 | Direct payment from the plan; Claims ... | $195,521 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,043 | $56,102-34.0% | $101,794-63.6% | $102,872-64.0% |
| Participation rate | 96.5% | 70.4%+26.1pp | 69.2%+27.3pp | 73.0%+23.5pp |
| Annual return | 15.53% | 14.06%+1.5pp | 30.53%-15.0pp | 19.06%-3.5pp |
| Employer contribution / active EE | $1,198 | $1,380-13.2% | $2,289-47.7% | $3,526-66.0% |
| Participant deferral / active EE | $2,957 | $2,801+5.6% | $4,084-27.6% | $5,535-46.6% |
| Admin fee / account holder | $140 | $262-46.7% | $8,777-98.4% | $292-52.2% |