Filed July 30, 2020
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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $27,397 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $9,889 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $6,790 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,600 | $111,608-58.2% | $177,821-73.8% | $73,409-36.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 16.84% | 18.23%-1.4pp | 48.32%-31.5pp | 59.29%-42.5pp |
| Employer contribution / active EE | $4,099 | $3,796+8.0% | $5,918-30.7% | $2,234+83.5% |
| Participant deferral / active EE | $3,287 | $6,199-47.0% | $7,714-57.4% | $3,805-13.6% |
| Admin fee / account holder | $139 | $166-16.0% | $12,427-98.9% | $158-11.9% |