Filed March 15, 2024
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 |
|---|---|---|
WBG ADVISORS LLC2 years Service code 27 · EIN 27-0628366 | Advisory (Plan) | $12,380 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,095 | $57,976-39.5% | $62,995-44.3% | $62,292-43.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.55% | 17.54%+2.0pp | 87.57%-68.0pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,952 | $2,415+22.3% | $2,759+7.0% | $2,042+44.6% |
| Participant deferral / active EE | $2,654 | $2,956-10.2% | $3,329-20.3% | $3,169-16.3% |
| Admin fee / account holder | $75 | $276-73.0% | $3,600-97.9% | $479-84.5% |