Filed June 24, 2002
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 | Direct payment from the plan; Finders... | $256,067 |
BFSG LLC1 year Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $37,500 |
MANCHESTER FINANCIAL INC3 years Filed as: MANCHESTER FINANCIAL INC. Service code 33 · EIN 95-4281964 | Securities brokerage; Securities brok... | $36,958 |
INTEGRITY ASSET MANAGEMENT4 years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 33 · EIN 32-0123516 | Securities brokerage; Securities brok... | $19,877 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 33 · EIN 27-1180831 | Securities brokerage; Securities brok... | $16,720 |
CEDARSTONE ADVISORS INC1 year Filed as: CEDARSTONE ADVISORS, INC. Service code 33 · EIN 47-1539900 | Securities brokerage; Securities brok... | $16,132 |
Service code 33 · EIN 27-3613371 | Securities brokerage commissions and ... | $10,765 |
BURTON ENRIGHT WELCH2 years Service code 33 · EIN 27-1702630 | Securities brokerage; Securities brok... | $8,906 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 15 · EIN 94-1773778 | Recordkeeping | $8,887 |
SHERWOOD FINANCIAL2 years Service code 33 · EIN 83-3903891 | Securities brokerage commissions and ... | $6,453 |
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 | $187,868 | $113,293+65.8% | $67,502+178.3% | $199,593-5.9% |
| Participation rate | 90.2% | 73.3%+16.8pp | 72.9%+17.3pp | 72.0%+18.2pp |
| Annual return | 12.91% | 15.88%-3.0pp | 3512.12%-3499.2pp | 34.25%-21.3pp |
| Employer contribution / active EE | $6,857 | $3,401+101.6% | $2,731+151.1% | $3,034+126.0% |
| Participant deferral / active EE | $7,322 | $4,159+76.1% | $4,000+83.1% | $5,087+43.9% |
| Admin fee / account holder | $126 | $103+22.6% | $3,998-96.9% | $269-53.3% |