Filed April 5, 1999
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 SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $111,563 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD. Service code 27 · EIN 58-2189215 | Advisory (Plan) | $37,475 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $31,785 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,545 | $136,266-72.4% | $90,749-58.6% | $77,904-51.8% |
| Participation rate | 70.6% | 86.6%-16.1pp | 75.7%-5.1pp | 73.7%-3.1pp |
| Annual return | -11.62% | -11.32%-0.3pp | -12.16%+0.5pp | 12.21%-23.8pp |
| Employer contribution / active EE | $1,817 | $4,215-56.9% | $2,921-37.8% | $2,848-36.2% |
| Participant deferral / active EE | $2,902 | $6,353-54.3% | $4,564-36.4% | $4,806-39.6% |
| Admin fee / account holder | $188 | $399-52.9% | $8,445-97.8% | $133+41.7% |