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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $377,699 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $94,547 | $110,299-14.3% | $102,423-7.7% | $199,593-52.6% |
| Participation rate | 96.4% | 86.3%+10.1pp | 76.5%+19.9pp | 72.0%+24.5pp |
| Annual return | 15.74% | 35.73%-20.0pp | 29.32%-13.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,618 | $3,603-27.3% | $3,023-13.4% | $3,034-13.7% |
| Participant deferral / active EE | $8,826 | $6,376+38.4% | $5,053+74.7% | $5,087+73.5% |
| Admin fee / account holder | $73 | $122-40.1% | $9,451-99.2% | $269-72.8% |