Filed July 12, 2012
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $85,529 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 28 · EIN 33-0785439 | Investment Management | $37,500 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $295 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,210 | $53,136+7.7% | $155,509-63.2% | $199,593-71.3% |
| Participation rate | 51.7% | 64.1%-12.4pp | 78.2%-26.5pp | 72.0%-20.3pp |
| Annual return | 12.09% | 41.15%-29.1pp | 64.67%-52.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $757 | $1,851-59.1% | $4,672-83.8% | $3,034-75.1% |
| Participant deferral / active EE | $2,176 | $3,161-31.2% | $5,626-61.3% | $5,087-57.2% |
| Admin fee / account holder | $134 | $185-27.7% | $15,912-99.2% | $269-50.1% |