Filed August 8, 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 | Claims processing; Recordkeeping and ... | $93,382 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $25,404 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,940 | $101,317+369.8% | $146,958+223.9% | $74,495+538.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.86% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $12,883 | $3,810+238.1% | $4,933+161.2% | $2,623+391.2% |
| Participant deferral / active EE | $10,890 | $7,303+49.1% | $8,070+34.9% | $4,346+150.6% |
| Admin fee / account holder | $814 | $1,739-53.2% | $12,998-93.7% | $1,942-58.1% |