Filed April 9, 2015 (most recent of 2 filings on file)
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 | Shareholder servicing fees; Distribut... | $101,502 |
GRP FINANCIAL9 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,164 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,004 | $101,317+55.0% | $146,958+6.8% | $74,495+110.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.64% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $8,016 | $3,810+110.4% | $4,933+62.5% | $2,623+205.6% |
| Participant deferral / active EE | $15,149 | $7,303+107.4% | $8,070+87.7% | $4,346+248.6% |
| Admin fee / account holder | $271 | $1,739-84.4% | $12,998-97.9% | $1,942-86.1% |