Filed May 6, 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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $38,252 |
QBI, LLC2 years Service code 15 · EIN 26-2768667 | Recordkeeping | $20,631 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $17,165 |
Service code 10 · EIN 33-0683633 | Accounting | $6,500 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2714194 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,988 | $48,064-87.5% | $78,778-92.4% | $69,631-91.4% |
| Participation rate | 78.4% | 61.6%+16.8pp | 69.2%+9.2pp | 70.7%+7.7pp |
| Annual return | 17.56% | 21.81%-4.2pp | 35.62%-18.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,092 | $2,079-47.5% | $2,958-63.1% | $3,224-66.1% |
| Admin fee / account holder | $94 | $152-38.5% | $5,134-98.2% | $110-15.3% |