Filed January 18, 2021 (most recent of 5 filings on file)
Total covered: 9 employees
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 | Sales loads (front end and deferred);... | $144,933 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,904 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,647 | $53,136-46.1% | $155,509-81.6% | $199,593-85.6% |
| Participation rate | 90.4% | 64.1%+26.3pp | 78.2%+12.2pp | 72.0%+18.4pp |
| Annual return | 13.75% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,509 | $1,851-18.5% | $4,672-67.7% | $3,034-50.3% |
| Participant deferral / active EE | $2,401 | $3,161-24.0% | $5,626-57.3% | $5,087-52.8% |
| Admin fee / account holder | $132 | $185-28.6% | $15,912-99.2% | $269-50.7% |