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; Securities brok... | $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 | $88,083-38.0% | $164,813-66.8% | $74,495-26.7% |
| Participation rate | 85.4% | 73.0%+12.4pp | 78.6%+6.8pp | 67.2%+18.2pp |
| Annual return | 12.84% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $206 | $2,593-92.1% | $4,341-95.3% | $2,623-92.2% |
| Participant deferral / active EE | $3,991 | $4,498-11.3% | $6,031-33.8% | $4,346-8.2% |
| Admin fee / account holder | $4 | $2,234-99.8% | $12,690-100.0% | $1,942-99.8% |