Filed January 2, 2020 (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 11 · EIN 13-3689044 | Actuarial | $151,526 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $136,240 |
MATRIX TRUST COMPANY3 years Service code 16 717 17TH ST · DENVER, CO 80202 | Consulting | $16,852 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.2%-41.2pp | 0.0%0pp |
| Annual return | 4.07% | 9.30%-5.2pp | 7.21%-3.1pp | 9.30%-5.2pp |
| Employer contribution / active EE | $2,345 | $12,557-81.3% | $33,209-92.9% | $12,557-81.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $48-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $196-100.0% | - |