Filed July 18, 2006 (most recent of 2 filings on file)
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 | Recordkeeping and information managem... | $735,948 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $62,276 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 30-1413441 | Accounting | $15,250 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,469 | $47,202-50.3% | $93,606-74.9% | $99,062-76.3% |
| Participation rate | 96.7% | 57.3%+39.4pp | 68.7%+27.9pp | 71.6%+25.1pp |
| Annual return | 12.91% | 13.08%-0.2pp | 133.20%-120.3pp | 17.66%-4.7pp |
| Employer contribution / active EE | $1,060 | $1,134-6.5% | $2,420-56.2% | $3,262-67.5% |
| Participant deferral / active EE | $3,021 | $2,296+31.6% | $4,411-31.5% | $5,331-43.3% |
| Admin fee / account holder | $49 | $86-42.5% | $8,285-99.4% | $109-54.7% |