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 | $17,351 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $13,154 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,728 | $65,557-68.4% | $64,056-67.6% | $71,457-71.0% |
| Participation rate | 98.3% | 73.2%+25.2pp | 72.3%+26.0pp | 67.9%+30.4pp |
| Annual return | 14.17% | 18.94%-4.8pp | 33.69%-19.5pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,258 | $2,669-15.4% | $2,747-17.8% | $2,588-12.7% |
| Participant deferral / active EE | $2,633 | $3,626-27.4% | $3,880-32.1% | $4,289-38.6% |
| Admin fee / account holder | $86 | $616-86.0% | $3,068-97.2% | $1,587-94.6% |