Filed February 23, 2017 (most recent of 3 filings on file)
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $113,153 |
HIGHTOWER ADVISORS LLC8 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $65,000 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,000 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,979 | $61,058+166.9% | $71,209+128.9% | $85,563+90.5% |
| Participation rate | 97.7% | 58.6%+39.2pp | 73.8%+24.0pp | 66.0%+31.8pp |
| Annual return | 15.50% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $6,500 | $2,199+195.7% | $2,721+138.9% | $2,654+145.0% |
| Participant deferral / active EE | $10,696 | $3,173+237.1% | $4,175+156.2% | $4,375+144.5% |
| Admin fee / account holder | $166 | $855-80.6% | $5,349-96.9% | $834-80.1% |