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 |
|---|---|---|
RETIREMENT STATEGIES INCORPORATED2+ years Service code 17 · EIN 58-2380163 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Pension Consulting | $5,615 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,214 |
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES, INCORPORATED Service code 17 | Pension Consulting | $2,044 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $46,718 | $60,165-22.3% | $74,183-37.0% | $55,167-15.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.33% | 10.00%-5.7pp | 17.74%-13.4pp | 169.23%-164.9pp |
| Employer contribution / active EE | $3,400 | $1,600+112.6% | $2,370+43.5% | $1,963+73.3% |
| Participant deferral / active EE | $2,979 | $2,973+0.2% | $3,550-16.1% | $3,054-2.4% |
| Admin fee / account holder | $27 | $419-93.4% | $5,586-99.5% | $504-94.5% |