Filed May 20, 2016 (most recent of 5 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 | Investment management; Claims process... | $911,204 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 27 · EIN 36-4410122 | Advisory (Plan) | $8,340 |
Filed as: FINANCIAL STRATEGIES GROUP INC Service code 27 · EIN 82-2226358 | Advisory (Plan) | $5,641 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $858 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $65,678 | $67,679-3.0% | $155,509-57.8% | $99,062-33.7% |
| Participation rate | 91.9% | 67.2%+24.7pp | 78.2%+13.7pp | 71.6%+20.3pp |
| Annual return | 13.87% | 16.16%-2.3pp | 64.67%-50.8pp | 17.66%-3.8pp |
| Employer contribution / active EE | $3,654 | $2,268+61.1% | $4,672-21.8% | $3,262+12.0% |
| Participant deferral / active EE | $5,458 | $3,828+42.6% | $5,626-3.0% | $5,331+2.4% |
| Admin fee / account holder | $76 | $94-18.9% | $15,912-99.5% | $109-30.3% |