Filed April 6, 2006
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 | Account maintenance fees; Recordkeepi... | $17,568 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,390 | $58,778-34.7% | $129,207-70.3% | $77,643-50.6% |
| Participation rate | 74.3% | 59.2%+15.1pp | 69.6%+4.7pp | 70.6%+3.7pp |
| Annual return | 10.80% | 24.73%-13.9pp | 9417.33%-9406.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,404 | $1,952+23.1% | $4,153-42.1% | $2,726-11.8% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $51 | $589-91.4% | $7,715-99.3% | $430-88.2% |