Filed December 22, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $421,093 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: LOCKBOX SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $82,892 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,900 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,362 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,656 | $57,610+123.3% | $154,803-16.9% | $102,872+25.1% |
| Participation rate | 94.4% | 59.5%+35.0pp | 78.1%+16.3pp | 73.0%+21.4pp |
| Annual return | 15.80% | 30.49%-14.7pp | 58.88%-43.1pp | 19.06%-3.3pp |
| Employer contribution / active EE | $2,592 | $1,883+37.6% | $4,305-39.8% | $3,526-26.5% |
| Participant deferral / active EE | $6,816 | $2,914+133.9% | $5,540+23.0% | $5,535+23.1% |
| Admin fee / account holder | $97 | $368-73.7% | $14,329-99.3% | $292-66.9% |