Filed October 21, 2019 (most recent of 2 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 |
|---|---|---|
GOLDLEAF PARTNERS1+ years Service code 15 · EIN 45-0514557 | Recordkeeping | $2,392 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,328 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,186 | $56,199-94.3% | $67,652-95.3% | $59,632-94.7% |
| Participation rate | 73.5% | 71.5%+2.0pp | 75.7%-2.2pp | 68.7%+4.8pp |
| Annual return | -2.94% | 18505.31%-18508.2pp | 6625.04%-6628.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $799 | $2,844-71.9% | $3,560-77.6% | $3,192-75.0% |
| Admin fee / account holder | $45 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |