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 | $175,460 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $59,253 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD. Service code 27 · EIN 58-2189215 | Advisory (Plan) | $46,079 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,277 | $112,623-63.3% | $106,213-61.1% | $199,593-79.3% |
| Participation rate | 84.1% | 86.2%-2.1pp | 75.3%+8.8pp | 72.0%+12.1pp |
| Annual return | 10.69% | 15.57%-4.9pp | 116.14%-105.5pp | 34.25%-23.6pp |
| Employer contribution / active EE | $2,153 | $4,575-52.9% | $3,171-32.1% | $3,034-29.0% |
| Participant deferral / active EE | $3,341 | $6,659-49.8% | $5,016-33.4% | $5,087-34.3% |
| Admin fee / account holder | $306 | $107+185.9% | $11,033-97.2% | $269+13.8% |