Filed November 27, 2018 (most recent of 2 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 loan processing; Claims p... | $269,398 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,370 | $53,136+130.3% | $155,509-21.3% | $199,593-38.7% |
| Participation rate | 58.9% | 64.1%-5.2pp | 78.2%-19.3pp | 72.0%-13.1pp |
| Annual return | 15.12% | 41.15%-26.0pp | 64.67%-49.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $1,422 | $1,851-23.2% | $4,672-69.6% | $3,034-53.1% |
| Participant deferral / active EE | $5,269 | $3,161+66.7% | $5,626-6.3% | $5,087+3.6% |
| Admin fee / account holder | $96 | $185-48.0% | $15,912-99.4% | $269-64.1% |