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. $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; 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% |