Filed August 13, 2015 (most recent of 2 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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 23 · EIN 39-0989781 | Investment management fees paid direc... | $16,256 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 27 1250 CAPITAL OF TX, HWY S. #6 · AUSTIN, TX 78746 | Advisory (Plan) | $9,011 |
Service code 27 130 SPRINGSIDE DRIVE, SUITE 30 · AKRON, OH 44333 | Advisory (Plan) | $5,663 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,631 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 23 3060 LAKE EASTBROOK BLVD., SE, · GRAND RAPIDS, MI 49512 | Recordkeeping fees; Insurance services | $1,582 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,705 | $50,106-78.6% | $70,014-84.7% | $57,658-81.4% |
| Participation rate | 94.1% | 70.9%+23.2pp | 71.8%+22.3pp | 70.2%+23.9pp |
| Annual return | 23.05% | 14.58%+8.5pp | 12.99%+10.1pp | 5.13%+17.9pp |
| Employer contribution / active EE | $1,320 | $1,739-24.1% | $2,338-43.5% | $1,974-33.1% |
| Participant deferral / active EE | $2,888 | $2,486+16.2% | $2,931-1.4% | $3,061-5.6% |
| Admin fee / account holder | $47 | $89-47.1% | $4,380-98.9% | $95-50.1% |