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) | $5,950 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,348 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 P.O. BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $1,715 |
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 | $11,273 | $73,638-84.7% | $95,952-88.3% | $73,488-84.7% |
| Participation rate | 82.0% | 76.2%+5.8pp | 77.1%+4.9pp | 70.7%+11.3pp |
| Annual return | 17.66% | 16.78%+0.9pp | 91.61%-73.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $744 | $1,863-60.1% | $2,541-70.7% | $2,270-67.2% |
| Participant deferral / active EE | $2,075 | $3,617-42.6% | $4,167-50.2% | $3,740-44.5% |
| Admin fee / account holder | $57 | $482-88.1% | $6,795-99.2% | $513-88.9% |