Filed August 4, 2017 (most recent of 4 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 | Participant communication; Claims pro... | $144,758 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 | Consulting | $125,228 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
HEALTHCARE COMMUNITY SECURITIES COR10+ years Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12210 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,090 | $50,815+114.7% | $155,509-29.8% | $77,643+40.5% |
| Participation rate | 84.0% | 63.1%+20.9pp | 78.2%+5.8pp | 70.6%+13.4pp |
| Annual return | 15.89% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,221 | $1,993+11.4% | $4,672-52.5% | $2,726-18.5% |
| Participant deferral / active EE | $4,688 | $2,822+66.1% | $5,626-16.7% | $4,647+0.9% |
| Admin fee / account holder | $155 | $437-64.6% | $15,912-99.0% | $430-64.1% |