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. $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 | 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% |