Filed July 1, 2019 (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 | Float revenue; Shareholder servicing ... | $49,786 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,985 | $113,016+127.4% | $103,476+148.4% | $74,495+245.0% |
| Participation rate | 96.4% | 80.8%+15.7pp | 80.5%+15.9pp | 67.2%+29.2pp |
| Annual return | 17.67% | 23.24%-5.6pp | 23.90%-6.2pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,435 | $4,881-50.1% | $4,672-47.9% | $2,623-7.1% |
| Participant deferral / active EE | $14,172 | $7,279+94.7% | $6,623+114.0% | $4,346+226.1% |
| Admin fee / account holder | $298 | $1,709-82.6% | $9,413-96.8% | $1,942-84.6% |