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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $435,624 |
Filed as: LOCKBOX SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $74,774 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,900 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $649 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ 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 | $111,572 | $53,136+110.0% | $155,509-28.3% | $199,593-44.1% |
| Participation rate | 89.8% | 64.1%+25.7pp | 78.2%+11.6pp | 72.0%+17.8pp |
| Annual return | 13.71% | 41.15%-27.4pp | 64.67%-51.0pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,473 | $1,851+33.6% | $4,672-47.1% | $3,034-18.5% |
| Participant deferral / active EE | $6,373 | $3,161+101.6% | $5,626+13.3% | $5,087+25.3% |
| Admin fee / account holder | $92 | $185-50.1% | $15,912-99.4% | $269-65.6% |