Filed November 14, 2019
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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $24,664 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GRPLLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,160 |
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 | $28,457 | $57,096-50.2% | $94,224-69.8% | $55,191-48.4% |
| Participation rate | 87.8% | 75.7%+12.2pp | 78.8%+9.1pp | 69.2%+18.7pp |
| Annual return | -0.96% | 159.65%-160.6pp | 10.68%-11.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,557 | $1,708-8.8% | $3,587-56.6% | $1,899-18.0% |
| Participant deferral / active EE | $3,318 | $3,165+4.8% | $4,320-23.2% | $3,046+8.9% |
| Admin fee / account holder | $137 | $89+53.3% | $6,269-97.8% | $91+50.6% |