Filed December 23, 1992
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant communication; Distributi... | $318,800 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $111,282 | $128,899-13.7% | $113,168-1.7% | $102,872+8.2% |
| Participation rate | 97.1% | 87.0%+10.1pp | 76.6%+20.6pp | 73.0%+24.1pp |
| Annual return | 16.82% | 15.88%+0.9pp | 24.27%-7.4pp | 19.06%-2.2pp |
| Employer contribution / active EE | $2,960 | $3,713-20.3% | $2,975-0.5% | $3,526-16.1% |
| Participant deferral / active EE | $10,179 | $6,787+50.0% | $5,107+99.3% | $5,535+83.9% |
| Admin fee / account holder | $64 | $129-50.8% | $12,068-99.5% | $292-78.2% |