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 | $194,660 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD. Service code 27 · EIN 58-2189215 | Advisory (Plan) | $52,554 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $36,230 |
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 | $39,383 | $123,077-68.0% | $116,228-66.1% | $102,872-61.7% |
| Participation rate | 86.6% | 87.0%-0.5pp | 74.6%+12.0pp | 73.0%+13.5pp |
| Annual return | 16.00% | 15.84%+0.2pp | 90.06%-74.1pp | 19.06%-3.1pp |
| Employer contribution / active EE | $2,446 | $4,380-44.2% | $2,994-18.3% | $3,526-30.6% |
| Participant deferral / active EE | $3,805 | $6,746-43.6% | $4,953-23.2% | $5,535-31.3% |
| Admin fee / account holder | $224 | $115+94.4% | $11,989-98.1% | $292-23.2% |