Filed July 16, 2020
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 |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 15 · EIN 59-3163228 | Recordkeeping | $4,594 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,416 |
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 | $47,239 | $75,183-37.2% | $123,892-61.9% | $55,167-14.4% |
| Participation rate | 82.4% | 72.8%+9.5pp | 81.4%+0.9pp | 69.0%+13.4pp |
| Annual return | 14.45% | 19.01%-4.6pp | 47.52%-33.1pp | 169.23%-154.8pp |
| Employer contribution / active EE | $3,748 | $2,823+32.8% | $4,617-18.8% | $1,963+91.0% |
| Participant deferral / active EE | $7,601 | $5,084+49.5% | $5,984+27.0% | $3,054+148.9% |
| Admin fee / account holder | $57 | $663-91.4% | $8,357-99.3% | $504-88.8% |