Filed October 18, 2004
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 |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG. B-1 · MODESTO, CA 95350 | Recordkeeping | $825 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $424 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,067 | $74,089-9.5% | $133,980-49.9% | $55,167+21.6% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.1%+6.9pp | 69.0%+24.9pp |
| Annual return | 16.75% | 12.11%+4.6pp | 29.30%-12.5pp | 169.23%-152.5pp |
| Employer contribution / active EE | $3,702 | $3,064+20.8% | $5,211-29.0% | $1,963+88.6% |
| Participant deferral / active EE | $5,383 | $4,678+15.1% | $6,282-14.3% | $3,054+76.3% |
| Admin fee / account holder | $29 | $458-93.8% | $9,324-99.7% | $504-94.3% |