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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $176,007 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $45,150 |
NATIONAL FINANCIAL SERVICES11+ 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 | $96,300 | $131,799-26.9% | $200,582-52.0% | $85,563+12.5% |
| Participation rate | 99.2% | 87.9%+11.3pp | 86.9%+12.4pp | 66.0%+33.3pp |
| Annual return | 22.54% | 21.59%+0.9pp | 42.33%-19.8pp | 31.51%-9.0pp |
| Employer contribution / active EE | $2,844 | $4,532-37.3% | $6,419-55.7% | $2,654+7.2% |
| Participant deferral / active EE | $8,412 | $7,702+9.2% | $9,331-9.8% | $4,375+92.3% |
| Admin fee / account holder | $156 | $235-33.5% | $16,305-99.0% | $834-81.3% |