Filed March 28, 2018
Total covered: 12 employees
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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $128,413 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $350 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,306 | $53,136-5.3% | $155,509-67.7% | $199,593-74.8% |
| Participation rate | 74.0% | 64.1%+9.9pp | 78.2%-4.2pp | 72.0%+2.0pp |
| Annual return | 13.19% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,481 | $1,851-20.0% | $4,672-68.3% | $3,034-51.2% |
| Participant deferral / active EE | $2,982 | $3,161-5.7% | $5,626-47.0% | $5,087-41.4% |
| Admin fee / account holder | $52 | $185-71.8% | $15,912-99.7% | $269-80.6% |