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; Claims ... | $25,305 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64122 | Consulting | $9,800 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,924 | $89,652-27.6% | $141,162-54.0% | $65,185-0.4% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.5%-5.0pp | 70.2%+7.3pp |
| Annual return | 1.59% | 32.79%-31.2pp | 71.39%-69.8pp | 29.38%-27.8pp |
| Employer contribution / active EE | $4,802 | $3,065+56.7% | $4,735+1.4% | $2,177+120.6% |
| Participant deferral / active EE | $329 | $5,691-94.2% | $6,709-95.1% | $3,514-90.6% |
| Admin fee / account holder | $193 | $569-66.0% | $10,261-98.1% | $847-77.2% |