Filed April 17, 2014
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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $12,183 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,149 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,697 | $74,706-71.0% | $75,696-71.3% | $79,386-72.7% |
| Participation rate | 99.6% | 75.3%+24.2pp | 74.8%+24.7pp | 70.7%+28.9pp |
| Annual return | 14.91% | 18.52%-3.6pp | 104.53%-89.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,351 | $2,590-47.8% | $2,743-50.7% | $2,427-44.3% |
| Participant deferral / active EE | $2,077 | $3,533-41.2% | $3,821-45.7% | $4,046-48.7% |
| Admin fee / account holder | $63 | $374-83.1% | $3,619-98.2% | $626-89.9% |