Filed May 5, 2005
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 | Direct payment from the plan; Finders... | $103,251 |
DYNAMIC WEALTH ADVISORS3 years Service code 33 · EIN 26-3945512 | Securities brokerage; Securities brok... | $10,890 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,165 | $66,457+118.4% | $81,382+78.4% | $77,643+87.0% |
| Participation rate | 97.9% | 68.7%+29.2pp | 69.5%+28.4pp | 70.6%+27.3pp |
| Annual return | 12.94% | 15.93%-3.0pp | 24.73%-11.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,766 | $2,159+74.4% | $2,463+52.9% | $2,726+38.2% |
| Participant deferral / active EE | $8,112 | $3,679+120.5% | $3,883+108.9% | $4,647+74.5% |
| Admin fee / account holder | $108 | $583-81.5% | $5,768-98.1% | $430-75.0% |