Filed April 29, 2015 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $31,997 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: TRANSEMERICA RETIREMENT SOLUTIONS Service code 12 | Recordkeeping and information managem... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,631 | $80,753+37.0% | $136,294-18.8% | $62,292+77.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.89% | 35.83%-21.9pp | 5155.94%-5142.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,240 | $5,164+59.6% | $6,247+31.9% | $3,169+160.0% |
| Admin fee / account holder | $82 | $525-84.3% | $9,243-99.1% | $479-82.8% |