Filed May 3, 2012 (most recent of 3 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 | Float revenue; Participant communicat... | $308,608 |
FORDHAM & CO LLP2 years Filed as: FORDAM LLP Service code 10 · EIN 93-1298398 | Accounting | $42,053 |
Service code 28 · EIN 93-1052371 | Investment Management | $7,319 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $63,251 | $53,136+19.0% | $155,509-59.3% | $199,593-68.3% |
| Participation rate | 92.9% | 64.1%+28.8pp | 78.2%+14.7pp | 72.0%+20.9pp |
| Annual return | 12.89% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $2,881 | $1,851+55.6% | $4,672-38.3% | $3,034-5.1% |
| Participant deferral / active EE | $7,123 | $3,161+125.4% | $5,626+26.6% | $5,087+40.0% |
| Admin fee / account holder | $188 | $185+1.4% | $15,912-98.8% | $269-30.1% |