Filed April 20, 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 loan processing; Account ... | $64,162 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY MANAGEMENT LLC Service code 16 · EIN 39-0859910 | Consulting | $18,750 |
JWT & ASSOCIATES, LLP4 years Filed as: JWT & ASSOCIATES. LLP Service code 10 · EIN 47-2718509 | Accounting | $9,750 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,276 | $50,815+79.6% | $155,509-41.3% | $77,643+17.6% |
| Participation rate | 61.0% | 63.1%-2.1pp | 78.2%-17.2pp | 70.6%-9.6pp |
| Annual return | 12.22% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,366 | $1,993-31.5% | $4,672-70.8% | $2,726-49.9% |
| Participant deferral / active EE | $5,825 | $2,822+106.4% | $5,626+3.5% | $4,647+25.3% |
| Admin fee / account holder | $133 | $437-69.5% | $15,912-99.2% | $430-69.1% |