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 | Finders' fees / placement fees; Inves... | $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 commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,908 | $140,800-15.5% | $89,340+33.1% | $79,634+49.3% |
| Participation rate | 91.6% | 61.9%+29.7pp | 69.6%+22.0pp | 62.5%+29.1pp |
| Annual return | 14.52% | 17.84%-3.3pp | 20.57%-6.0pp | 36.46%-21.9pp |
| Employer contribution / active EE | $2,824 | $2,021+39.7% | $2,231+26.6% | $2,529+11.6% |
| Participant deferral / active EE | $5,655 | $3,219+75.7% | $3,823+47.9% | $3,835+47.5% |
| Admin fee / account holder | $63 | $1,610-96.1% | $6,704-99.1% | $1,002-93.7% |