Filed July 26, 2010 (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 | Investment management; Direct payment... | $243,158 |
STEPHENS INC10+ years Filed as: STEPHENS, INC Service code 16 111 CENTER ST. · LITTLE ROCK, AR 77201 | Consulting | $61,409 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253638 | Legal | $6,112 |
NATIONAL FINANCIAL SERVICES10+ 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 | $77,511 | $67,672+14.5% | $155,567-50.2% | $99,061-21.8% |
| Participation rate | 86.4% | 67.2%+19.2pp | 78.2%+8.2pp | 71.6%+14.8pp |
| Annual return | 14.65% | 16.16%-1.5pp | 64.74%-50.1pp | 17.66%-3.0pp |
| Employer contribution / active EE | $1,689 | $2,262-25.3% | $4,674-63.9% | $3,261-48.2% |
| Participant deferral / active EE | $4,135 | $3,827+8.0% | $5,628-26.5% | $5,331-22.4% |
| Admin fee / account holder | $54 | $94-42.3% | $15,916-99.7% | $109-50.4% |