Filed July 17, 1997
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 | Float revenue; Shareholder servicing ... | $35,686 |
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 | $48,832 | $59,054-17.3% | $97,226-49.8% | $77,643-37.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 14.85% | 16.96%-2.1pp | 75.13%-60.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $599 | $1,742-65.6% | $2,729-78.0% | $2,726-78.0% |
| Participant deferral / active EE | $2,209 | $3,930-43.8% | $4,264-48.2% | $4,647-52.5% |
| Admin fee / account holder | $54 | $346-84.5% | $5,654-99.0% | $430-87.5% |