Filed October 26, 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 |
|---|---|---|
PASADENA PRIVATE WEALTH LLC5 years Service code 27 · EIN 82-4823358 | Advisory (Plan) | $43,723 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,237 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $10,311 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,220 | $88,083-21.4% | $164,813-58.0% | $74,495-7.1% |
| Participation rate | 99.3% | 73.0%+26.3pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 9.30% | 17.26%-8.0pp | 69.93%-60.6pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $8,853 | $2,593+241.4% | $4,341+104.0% | $2,623+237.5% |
| Participant deferral / active EE | $6,437 | $4,498+43.1% | $6,031+6.7% | $4,346+48.1% |
| Admin fee / account holder | $92 | $2,234-95.9% | $12,690-99.3% | $1,942-95.3% |