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 | Finders' fees / placement fees; Share... | $15,987 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $52 |
Service code 16 29 SAWYER ROAD · WALTHAM, MA 02453 | Consulting | $0 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 16 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $97,718 | $104,475-6.5% | $159,436-38.7% | $79,386+23.1% |
| Participation rate | 79.6% | 76.6%+3.0pp | 82.8%-3.2pp | 70.7%+8.9pp |
| Annual return | 29.50% | 67.95%-38.5pp | 263.57%-234.1pp | 116.85%-87.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,205 | $6,467-19.5% | $7,352-29.2% | $4,046+28.7% |
| Admin fee / account holder | $122 | $711-82.9% | $10,799-98.9% | $626-80.6% |