Filed September 12, 2017 (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 |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,945 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,686 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $1,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,418 | $52,450+20.9% | $129,295-51.0% | $74,546-14.9% |
| Participation rate | 79.8% | 53.8%+25.9pp | 69.6%+10.1pp | 67.2%+12.6pp |
| Annual return | 16.02% | 15.65%+0.4pp | 9429.28%-9413.3pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $1,830 | $1,532+19.4% | $4,157-56.0% | $2,624-30.3% |
| Participant deferral / active EE | $2,822 | $2,797+0.9% | $4,169-32.3% | $4,347-35.1% |
| Admin fee / account holder | $178 | $2,636-93.2% | $7,665-97.7% | $1,944-90.8% |