Filed October 1, 2012
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $670 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant 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 | $54,637 | $88,087-38.0% | $164,866-66.9% | $74,546-26.7% |
| Participation rate | 85.4% | 73.1%+12.3pp | 78.6%+6.8pp | 67.2%+18.2pp |
| Annual return | 12.84% | 17.27%-4.4pp | 69.97%-57.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $206 | $2,595-92.1% | $4,343-95.3% | $2,624-92.2% |
| Participant deferral / active EE | $3,991 | $4,499-11.3% | $6,033-33.8% | $4,347-8.2% |
| Admin fee / account holder | $4 | $2,232-99.8% | $12,689-100.0% | $1,944-99.8% |