Filed April 25, 2006
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 | Shareholder servicing fees; Recordkee... | $229,134 |
NEPC, LLC8 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $27,492 |
LBMC, PC5 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $16,900 |
EPSTEIN BECKER & GREEN PC5 years Service code 16 · EIN 13-3031033 | Consulting | $11,326 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $56,388 | $110,299-48.9% | $102,423-44.9% | $199,593-71.7% |
| Participation rate | 98.6% | 86.3%+12.3pp | 76.5%+22.1pp | 72.0%+26.6pp |
| Annual return | 15.77% | 35.73%-20.0pp | 29.32%-13.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,036 | $3,603-43.5% | $3,023-32.6% | $3,034-32.9% |
| Participant deferral / active EE | $6,457 | $6,376+1.3% | $5,053+27.8% | $5,087+26.9% |
| Admin fee / account holder | $98 | $122-19.9% | $9,451-99.0% | $269-63.6% |