Filed September 13, 2015
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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $23,897 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $3,168 |
Filed as: PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $1,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,477 | $55,472-28.8% | $155,567-74.6% | $74,546-47.0% |
| Participation rate | 58.8% | 61.9%-3.1pp | 78.2%-19.4pp | 67.2%-8.4pp |
| Annual return | 23.08% | 268.72%-245.6pp | 64.74%-41.7pp | 1366.03%-1343.0pp |
| Employer contribution / active EE | $1,188 | $2,269-47.6% | $4,674-74.6% | $2,624-54.7% |
| Participant deferral / active EE | $1,613 | $2,838-43.2% | $5,628-71.3% | $4,347-62.9% |
| Admin fee / account holder | $143 | $1,743-91.8% | $15,916-99.1% | $1,944-92.6% |