Filed March 8, 1995
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; Recordkeeping and info... | $50,898 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $20,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,826 | $148,970+11.3% | $136,007+21.9% | $199,593-16.9% |
| Participation rate | 99.0% | 79.4%+19.6pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 14.03% | 27.07%-13.0pp | 579.32%-565.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,406 | $3,561-32.4% | $4,217-42.9% | $3,034-20.7% |
| Participant deferral / active EE | $9,352 | $6,140+52.3% | $7,025+33.1% | $5,087+83.9% |
| Admin fee / account holder | $43 | $144-70.2% | $6,858-99.4% | $269-84.0% |