Filed January 2, 2013
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 SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $149,758 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $79,753 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,449 | $57,610-64.5% | $154,803-86.8% | $102,872-80.1% |
| Participation rate | 22.5% | 59.5%-37.0pp | 78.1%-55.6pp | 73.0%-50.6pp |
| Annual return | 18.20% | 30.49%-12.3pp | 58.88%-40.7pp | 19.06%-0.9pp |
| Employer contribution / active EE | $165 | $1,883-91.2% | $4,305-96.2% | $3,526-95.3% |
| Participant deferral / active EE | $963 | $2,914-67.0% | $5,540-82.6% | $5,535-82.6% |
| Admin fee / account holder | $210 | $368-43.0% | $14,329-98.5% | $292-28.2% |