Filed June 16, 2016 (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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $352,310 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $2,890 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $887 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 50 · EIN 84-0467907 | Direct Payment | $275 |
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 | $85,878 | $73,283+17.2% | $155,509-44.8% | $106,382-19.3% |
| Participation rate | 96.0% | 73.3%+22.7pp | 78.2%+17.8pp | 69.9%+26.1pp |
| Annual return | 13.08% | 15.77%-2.7pp | 64.67%-51.6pp | 17.37%-4.3pp |
| Employer contribution / active EE | $1,997 | $2,247-11.1% | $4,672-57.3% | $3,364-40.6% |
| Participant deferral / active EE | $5,965 | $4,580+30.2% | $5,626+6.0% | $5,569+7.1% |
| Admin fee / account holder | $19 | $56-66.4% | $15,912-99.9% | $79-76.2% |