Filed July 11, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $68,512 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $20,121 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $17,384 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $7,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,823 | $50,982+56.6% | $154,803-48.4% | $85,563-6.7% |
| Participation rate | 80.5% | 59.8%+20.7pp | 78.1%+2.5pp | 66.0%+14.6pp |
| Annual return | 16.74% | 30.35%-13.6pp | 58.88%-42.1pp | 31.51%-14.8pp |
| Employer contribution / active EE | $3,701 | $1,708+116.7% | $4,305-14.0% | $2,654+39.5% |
| Participant deferral / active EE | $5,274 | $2,474+113.2% | $5,540-4.8% | $4,375+20.5% |
| Admin fee / account holder | $89 | $846-89.4% | $14,329-99.4% | $834-89.3% |