Filed October 27, 2022 (most recent of 3 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $70,932 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Plan) | $14,884 |
CHARLES SCHWAB & CO., INC.5 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 commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,321 | $129,021-50.1% | $184,203-65.1% | $77,643-17.2% |
| Participation rate | 92.1% | 87.3%+4.8pp | 86.8%+5.3pp | 70.6%+21.5pp |
| Annual return | 15.97% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,722 | $4,413-61.0% | $6,427-73.2% | $2,726-36.8% |
| Participant deferral / active EE | $5,727 | $7,297-21.5% | $9,131-37.3% | $4,647+23.2% |
| Admin fee / account holder | $234 | $254-8.0% | $13,901-98.3% | $430-45.7% |