Filed March 8, 2013
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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $854,137 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $24,748 |
SHERMAN & HOWARD2 years Filed as: TAFT STETTINIUS & HOLLISTER LAW LLP Service code 29 · EIN 31-0541755 | Legal | $9,101 |
CORIENT PRIVATE WEALTH LLC2 years Service code 33 · EIN 88-0967642 | Securities brokerage; Securities brok... | $6,028 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,477 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,726 | $67,679-2.9% | $155,509-57.7% | $99,062-33.7% |
| Participation rate | 97.5% | 67.2%+30.3pp | 78.2%+19.4pp | 71.6%+25.9pp |
| Annual return | 15.16% | 16.16%-1.0pp | 64.67%-49.5pp | 17.66%-2.5pp |
| Employer contribution / active EE | $2,348 | $2,268+3.5% | $4,672-49.8% | $3,262-28.0% |
| Participant deferral / active EE | $5,126 | $3,828+33.9% | $5,626-8.9% | $5,331-3.9% |
| Admin fee / account holder | $85 | $94-9.2% | $15,912-99.5% | $109-21.9% |