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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,214 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $11,052 |
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 | $18,884 | $60,989-69.0% | $60,874-69.0% | $66,914-71.8% |
| Participation rate | 99.1% | 74.5%+24.7pp | 73.1%+26.0pp | 69.8%+29.3pp |
| Annual return | -14.44% | -9.60%-4.8pp | 16.90%-31.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,493 | $2,661-43.9% | $2,701-44.7% | $2,544-41.3% |
| Participant deferral / active EE | $2,616 | $3,615-27.6% | $3,817-31.5% | $4,237-38.3% |
| Admin fee / account holder | $71 | $338-79.0% | $3,224-97.8% | $593-88.0% |