Filed January 31, 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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $33,857 |
RODEFER MOSS & CO, PLLC7 years Service code 10 · EIN 62-1690032 | Accounting | $23,000 |
NATIONAL FINANCIAL SERVICES11+ 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 | $118,908 | $117,025+1.6% | $91,541+29.9% | $85,563+39.0% |
| Participation rate | 91.6% | 64.2%+27.4pp | 69.8%+21.8pp | 66.0%+25.6pp |
| Annual return | 14.52% | 18.02%-3.5pp | 20.50%-6.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,824 | $2,120+33.2% | $2,505+12.7% | $2,654+6.4% |
| Participant deferral / active EE | $5,655 | $3,446+64.1% | $4,008+41.1% | $4,375+29.3% |
| Admin fee / account holder | $63 | $1,242-94.9% | $6,956-99.1% | $834-92.4% |