Filed August 7, 2013 (most recent of 3 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 | Direct payment from the plan; Distrib... | $201,692 |
FORVIS MAZARS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $39,520 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,170 | $129,021-33.2% | $184,203-53.2% | $77,643+11.0% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.1pp |
| Annual return | 13.61% | 33.27%-19.7pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,605 | $4,413-41.0% | $6,427-59.5% | $2,726-4.4% |
| Participant deferral / active EE | $7,644 | $7,297+4.8% | $9,131-16.3% | $4,647+64.5% |
| Admin fee / account holder | $190 | $254-25.3% | $13,901-98.6% | $430-55.9% |