Filed May 17, 2024
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $107,541 |
MERCER7 years Service code 26 · EIN 30-0282430 | Advisory (Participants) | $51,806 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $26,435 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $208,175 | $96,018+116.8% | $65,493+217.9% | $85,563+143.3% |
| Participation rate | 74.4% | 74.8%-0.4pp | 73.1%+1.3pp | 66.0%+8.5pp |
| Annual return | 14.10% | 14.51%-0.4pp | 982.45%-968.3pp | 31.51%-17.4pp |
| Employer contribution / active EE | $8,180 | $3,235+152.9% | $2,574+217.8% | $2,654+208.3% |
| Participant deferral / active EE | $9,346 | $4,055+130.5% | $3,961+135.9% | $4,375+113.6% |
| Admin fee / account holder | $108 | $271-59.9% | $5,028-97.8% | $834-87.0% |