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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,411 |
GOLDLEAF PARTNERS5+ years Service code 15 · EIN 45-0514557 | Recordkeeping | $2,030 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,495 |
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 | $9,141 | $65,376-86.0% | $87,100-89.5% | $65,185-86.0% |
| Participation rate | 77.8% | 75.3%+2.4pp | 76.9%+0.9pp | 70.2%+7.6pp |
| Annual return | 23.15% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $741 | $1,822-59.3% | $2,521-70.6% | $2,177-66.0% |
| Participant deferral / active EE | $1,640 | $3,388-51.6% | $4,049-59.5% | $3,514-53.3% |
| Admin fee / account holder | $63 | $520-87.8% | $7,497-99.2% | $847-92.5% |