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 | Account maintenance fees; Shareholder... | $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 | $52,406+21.0% | $129,207-50.9% | $74,495-14.9% |
| Participation rate | 79.8% | 53.8%+26.0pp | 69.6%+10.2pp | 67.2%+12.6pp |
| Annual return | 16.02% | 15.66%+0.4pp | 9417.33%-9401.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,830 | $1,531+19.6% | $4,153-55.9% | $2,623-30.2% |
| Participant deferral / active EE | $2,822 | $2,794+1.0% | $4,168-32.3% | $4,346-35.1% |
| Admin fee / account holder | $178 | $2,633-93.2% | $7,715-97.7% | $1,942-90.8% |