Filed November 2, 2004 (most recent of 2 filings on file)
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 | Sales loads (front end and deferred);... | $34,205 |
NFP RETIREMENT INC1 year Service code 16 200 PARK AVE · NEW YORK, NY 10166 | Consulting | $10,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,574 | $50,815-32.0% | $155,509-77.8% | $77,643-55.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.06% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,583 | $1,993-20.6% | $4,672-66.1% | $2,726-41.9% |
| Participant deferral / active EE | $4,584 | $2,822+62.4% | $5,626-18.5% | $4,647-1.4% |
| Admin fee / account holder | $94 | $437-78.4% | $15,912-99.4% | $430-78.1% |