Filed April 25, 2023 (most recent of 4 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,231,526 |
TIAA10+ years Filed as: TIAA CREF Service code 12 · EIN 13-1624203 | Claims processing; Investment managem... | $250,264 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 16 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Consulting | $160 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,378 | $73,283+41.1% | $155,509-33.5% | $106,382-2.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.2%+21.8pp | 69.9%+30.1pp |
| Annual return | 13.08% | 15.77%-2.7pp | 64.67%-51.6pp | 17.37%-4.3pp |
| Employer contribution / active EE | $6,005 | $2,247+167.2% | $4,672+28.5% | $3,364+78.5% |
| Participant deferral / active EE | $7,055 | $4,580+54.0% | $5,626+25.4% | $5,569+26.7% |
| Admin fee / account holder | $45 | $56-19.3% | $15,912-99.7% | $79-42.9% |