Filed November 1, 2011
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $90,255 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 16 · EIN 33-0818667 | Consulting | $46,038 |
SWENSON CORPORATION1 year Service code 10 · EIN 33-0305865 | Accounting | $8,200 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,955 | $53,136-13.5% | $155,509-70.4% | $199,593-77.0% |
| Participation rate | 87.5% | 64.1%+23.4pp | 78.2%+9.3pp | 72.0%+15.5pp |
| Annual return | 13.35% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $517 | $1,851-72.1% | $4,672-88.9% | $3,034-83.0% |
| Participant deferral / active EE | $4,352 | $3,161+37.7% | $5,626-22.7% | $5,087-14.4% |
| Admin fee / account holder | $122 | $185-34.4% | $15,912-99.2% | $269-54.8% |