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 | $64,815 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $58,694 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $55,795 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $0 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,465 | $39,973-81.3% | $79,550-90.6% | $77,904-90.4% |
| Participation rate | 80.9% | 64.6%+16.3pp | 69.5%+11.4pp | 73.7%+7.2pp |
| Annual return | -19.20% | 3.42%-22.6pp | 0.16%-19.4pp | 12.21%-31.4pp |
| Employer contribution / active EE | $271 | $1,088-75.1% | $2,413-88.8% | $2,848-90.5% |
| Participant deferral / active EE | $1,866 | $2,774-32.7% | $3,985-53.2% | $4,806-61.2% |
| Admin fee / account holder | $98 | $113-12.8% | $6,832-98.6% | $133-25.8% |