Filed November 24, 1999 (most recent of 2 filings on file)
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 | Account maintenance fees; Recordkeepi... | $52,496 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $407,143 | $78,976+415.5% | $100,383+305.6% | $74,546+446.2% |
| Participation rate | 98.3% | 79.5%+18.9pp | 81.5%+16.8pp | 67.2%+31.1pp |
| Annual return | 15.18% | 20.62%-5.4pp | 49.26%-34.1pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $9,102 | $3,019+201.5% | $3,944+130.8% | $2,624+246.8% |
| Participant deferral / active EE | $11,866 | $7,758+53.0% | $8,086+46.7% | $4,347+172.9% |
| Admin fee / account holder | $204 | $1,330-84.7% | $7,900-97.4% | $1,944-89.5% |