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 |
|---|---|---|
QBI, LLC5 years Service code 15 · EIN 26-2768667 | Recordkeeping | $40,544 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,073 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $28,294 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,941 | $43,466-84.0% | $90,951-92.4% | $90,288-92.3% |
| Participation rate | 68.9% | 62.5%+6.5pp | 69.0%-0.1pp | 73.4%-4.4pp |
| Annual return | 16.10% | 25.26%-9.2pp | 134.60%-118.5pp | 53.97%-37.9pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,503 | $2,138-29.7% | $3,373-55.4% | $4,232-64.5% |
| Admin fee / account holder | $105 | $92+14.7% | $5,959-98.2% | $114-7.6% |