Filed March 31, 2016 (most recent of 4 filings on file)
Total covered: 2 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);... | $320,764 |
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $56,250 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $284 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,231 | $53,136-31.8% | $155,509-76.7% | $199,593-81.8% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.4pp | 72.0%+22.6pp |
| Annual return | 15.48% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,609 | $1,851+41.0% | $4,672-44.2% | $3,034-14.0% |
| Participant deferral / active EE | $4,565 | $3,161+44.4% | $5,626-18.9% | $5,087-10.2% |
| Admin fee / account holder | $96 | $185-48.4% | $15,912-99.4% | $269-64.4% |