Filed September 16, 2008 (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 | Investment management; Claims process... | $114,827 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $104,996 |
MILLER KAPLAN ARASE LLP7 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
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 | $94,607 | $76,173+24.2% | $81,382+16.3% | $199,593-52.6% |
| Participation rate | 92.2% | 76.3%+16.0pp | 69.5%+22.8pp | 72.0%+20.3pp |
| Annual return | 15.17% | 15.59%-0.4pp | 24.73%-9.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $8,521 | $2,792+205.2% | $2,463+246.0% | $3,034+180.8% |
| Participant deferral / active EE | $5,294 | $4,201+26.0% | $3,883+36.3% | $5,087+4.1% |
| Admin fee / account holder | $64 | $146-56.0% | $5,768-98.9% | $269-76.1% |