Filed May 2, 2021 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $206,692 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,284 | $113,293-41.5% | $67,502-1.8% | $199,593-66.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 14.72% | 15.88%-1.2pp | 3512.12%-3497.4pp | 34.25%-19.5pp |
| Employer contribution / active EE | $5,054 | $3,401+48.6% | $2,731+85.1% | $3,034+66.6% |
| Participant deferral / active EE | $4,988 | $4,159+19.9% | $4,000+24.7% | $5,087-1.9% |
| Admin fee / account holder | $106 | $103+3.7% | $3,998-97.3% | $269-60.4% |