Filed January 29, 2010
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 | Recordkeeping fees; Participant commu... | $10,443 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,523 | $50,815+125.4% | $155,509-26.4% | $77,643+47.5% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 14.54% | 34.80%-20.3pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,724 | $2,822+280.0% | $5,626+90.6% | $4,647+130.8% |
| Admin fee / account holder | $19 | $437-95.7% | $15,912-99.9% | $430-95.6% |