Filed August 29, 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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTONS Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $566 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64122 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,822 | $73,102-8.6% | $123,544-45.9% | $56,287+18.7% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.3pp | 69.9%+7.1pp |
| Annual return | 20.68% | 3.01%+17.7pp | 119.20%-98.5pp | -9.96%+30.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,254 | $5,423-21.6% | $6,426-33.8% | $3,350+27.0% |
| Admin fee / account holder | $5 | $554-99.2% | $9,284-100.0% | $521-99.1% |