Filed December 29, 2010
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 | Participant loan processing; Distribu... | $37,356 |
NFP RETIREMENT INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,258 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $5,880 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,976 | $77,503+278.0% | $100,391+191.8% | $80,856+262.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 17.54% | 37.20%-19.7pp | 49.20%-31.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $7,916 | $2,801+182.6% | $3,942+100.8% | $2,755+187.4% |
| Participant deferral / active EE | $19,805 | $6,820+190.4% | $8,082+145.1% | $4,296+361.0% |
| Admin fee / account holder | $661 | $5,897-88.8% | $7,899-91.6% | $6,918-90.5% |