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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $62,959 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,452 | $119,446+36.0% | $150,045+8.3% | $85,563+89.9% |
| Participation rate | 98.4% | 75.4%+23.0pp | 82.3%+16.1pp | 66.0%+32.4pp |
| Annual return | 14.71% | 23.72%-9.0pp | 62.55%-47.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $8,925 | $7,985+11.8% | $7,997+11.6% | $4,375+104.0% |
| Admin fee / account holder | $148 | $548-73.0% | $13,435-98.9% | $834-82.3% |