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 | $22,815 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $18,582 |
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 | $24,418 | $69,763-65.0% | $67,502-63.8% | $74,495-67.2% |
| Participation rate | 99.5% | 71.4%+28.2pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 12.68% | -40.34%+53.0pp | 3512.12%-3499.4pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,704 | $2,704-37.0% | $2,731-37.6% | $2,623-35.1% |
| Participant deferral / active EE | $3,325 | $3,636-8.5% | $4,000-16.9% | $4,346-23.5% |
| Admin fee / account holder | $124 | $896-86.2% | $3,998-96.9% | $1,942-93.6% |