Filed December 23, 2015
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 | Distribution (12b-1) fees; Recordkeep... | $55,424 |
MULTNOMAH GROUP10+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $43,613 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $21,630 |
Filed as: EMPOWER ANNUITY INSUR. CO. AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $546 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,567 | $69,763+94.3% | $67,502+100.8% | $74,495+82.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 10.89% | -40.34%+51.2pp | 3512.12%-3501.2pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $5,106 | $2,704+88.8% | $2,731+87.0% | $2,623+94.7% |
| Participant deferral / active EE | $8,332 | $3,636+129.2% | $4,000+108.3% | $4,346+91.7% |
| Admin fee / account holder | $546 | $896-39.1% | $3,998-86.3% | $1,942-71.9% |