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 | $93,597 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,092 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $61,904 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $0 |
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 | $8,072 | $44,626-81.9% | $86,188-90.6% | $80,160-89.9% |
| Participation rate | 89.9% | 63.5%+26.4pp | 69.0%+21.0pp | 72.9%+17.0pp |
| Annual return | 17.05% | 19.61%-2.6pp | 1168.45%-1151.4pp | 40.38%-23.3pp |
| Employer contribution / active EE | $275 | $1,099-75.0% | $2,380-88.5% | $2,978-90.8% |
| Participant deferral / active EE | $1,851 | $2,769-33.1% | $3,985-53.6% | $5,017-63.1% |
| Admin fee / account holder | $150 | $133+12.4% | $6,852-97.8% | $145+3.3% |