Filed September 6, 2016 (most recent of 2 filings on file)
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 | Claims processing; Finders' fees / pl... | $114,871 |
CLARK NUBER1 year Filed as: CLARK NUBER, PS Service code 10 · EIN 91-1194016 | Accounting | $14,280 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $400 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,400 | $96,018-10.0% | $65,493+31.9% | $85,563+1.0% |
| Participation rate | 57.9% | 74.8%-16.9pp | 73.1%-15.2pp | 66.0%-8.1pp |
| Annual return | 11.26% | 14.51%-3.3pp | 982.45%-971.2pp | 31.51%-20.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,803 | $4,055-6.2% | $3,961-4.0% | $4,375-13.1% |
| Admin fee / account holder | $140 | $271-48.2% | $5,028-97.2% | $834-83.2% |