Filed June 2, 2023
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 FINANCIAL LIFE INS.CO. Service code 15 · EIN 36-6071399 1150 SO. OLIVE STREET · LOS ANGELOS, MA 99015 | Recordkeeping | $18,462 |
GOLDLEAF PARTNERS2+ years Service code 15 · EIN 45-0514557 8009 34TH AVENUE SOUTH · BLOOMINGTON, MN 55425 | Recordkeeping | $7,961 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,593 | $63,905-81.9% | $74,183-84.4% | $57,658-79.9% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.6%+11.6pp | 70.2%+18.0pp |
| Annual return | 6.67% | 60.60%-53.9pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $566 | $1,840-69.3% | $2,370-76.1% | $1,974-71.3% |
| Participant deferral / active EE | $1,646 | $3,448-52.3% | $3,550-53.6% | $3,061-46.2% |
| Admin fee / account holder | $37 | $91-59.0% | $5,586-99.3% | $95-60.5% |