Filed November 1, 2012
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $306,857 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542810 | Consulting | $243,750 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,939 | $117,739-48.2% | $101,794-40.1% | $117,739-48.2% |
| Participation rate | 96.1% | 76.6%+19.5pp | 69.2%+26.9pp | 76.6%+19.5pp |
| Annual return | 14.94% | 17.29%-2.3pp | 30.53%-15.6pp | 17.29%-2.3pp |
| Employer contribution / active EE | $710 | $3,746-81.1% | $2,289-69.0% | $3,746-81.1% |
| Participant deferral / active EE | $3,565 | $6,128-41.8% | $4,084-12.7% | $6,128-41.8% |
| Admin fee / account holder | $77 | $112-31.3% | $8,777-99.1% | $112-31.3% |