Filed June 12, 2008
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 | Participant loan processing; Distribu... | $321,004 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $65,375 |
MONETA GROUP LLC10+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $62,500 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,707 | $122,186-10.2% | $146,958-25.3% | $199,593-45.0% |
| Participation rate | 83.6% | 78.3%+5.3pp | 82.2%+1.5pp | 72.0%+11.7pp |
| Annual return | 15.58% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,393 | $4,093-17.1% | $4,933-31.2% | $3,034+11.8% |
| Participant deferral / active EE | $12,283 | $8,502+44.5% | $8,070+52.2% | $5,087+141.5% |
| Admin fee / account holder | $126 | $179-29.6% | $12,998-99.0% | $269-53.2% |