Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 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 | Recordkeeping fees; Distribution (12b... | $416,575 |
WT WEALTH MANAGEMENT LLC6 years Service code 16 · EIN 46-3844469 | Consulting | $50,253 |
TCI WEALTH ADVISORS INC8 years Service code 16 · EIN 86-1002710 | Consulting | $26,215 |
Service code 16 · EIN 86-3978265 | Consulting | $9,355 |
Service code 16 · EIN 02-0691794 | Consulting | $7,965 |
Service code 16 · EIN 27-3616371 | Consulting | $6,280 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,940 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $82,228 | $53,136+54.7% | $155,509-47.1% | $199,593-58.8% |
| Participation rate | 97.6% | 64.1%+33.5pp | 78.2%+19.4pp | 72.0%+25.6pp |
| Annual return | 14.28% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,009 | $1,851+116.6% | $4,672-14.2% | $3,034+32.1% |
| Participant deferral / active EE | $6,393 | $3,161+102.3% | $5,626+13.6% | $5,087+25.7% |
| Admin fee / account holder | $84 | $185-54.8% | $15,912-99.5% | $269-68.8% |