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 LLP3+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG. B-1 · MODESTO, CA 95350 | Recordkeeping | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
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 | $94,231 | $89,739+5.0% | $149,718-37.1% | $62,292+51.3% |
| Participation rate | 95.7% | 85.1%+10.5pp | 87.1%+8.6pp | 69.5%+26.1pp |
| Annual return | 37.36% | 21.01%+16.3pp | 1501.63%-1464.3pp | 28.90%+8.5pp |
| Employer contribution / active EE | $3,685 | $3,233+14.0% | $5,445-32.3% | $2,042+80.5% |
| Participant deferral / active EE | $5,161 | $4,797+7.6% | $6,569-21.4% | $3,169+62.9% |
| Admin fee / account holder | $70 | $551-87.3% | $11,283-99.4% | $479-85.4% |