Filed October 7, 2019
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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $98,161 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $47,393 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $47,393 |
MOORE COLSON2+ years Service code 10 · EIN 58-1653941 | Accounting | $12,290 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 15 · EIN 58-1485803 | Recordkeeping | $3,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,099 | $44,059+9.2% | $71,671-32.9% | $69,631-30.9% |
| Participation rate | 39.2% | 60.8%-21.5pp | 68.7%-29.5pp | 70.7%-31.4pp |
| Annual return | 15.63% | 21.97%-6.3pp | 20.65%-5.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $278 | $1,305-78.7% | $2,460-88.7% | $2,032-86.3% |
| Participant deferral / active EE | $1,770 | $2,370-25.3% | $3,438-48.5% | $3,224-45.1% |
| Admin fee / account holder | $234 | $108+117.3% | $5,558-95.8% | $110+111.8% |