Filed December 15, 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 5-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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,070 |
Filed as: TRANSAMERICA RETIREMENT SOLNS Service code 15 · EIN 13-3689044 | Recordkeeping | $12,495 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,635 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,557 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,342 | $42,353-68.5% | $79,550-83.2% | $64,808-79.4% |
| Participation rate | 90.5% | 64.8%+25.8pp | 69.5%+21.1pp | 71.5%+19.1pp |
| Annual return | -18.16% | -12.24%-5.9pp | 0.16%-18.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $2,924 | $1,181+147.7% | $2,413+21.2% | $2,506+16.7% |
| Participant deferral / active EE | $4,229 | $3,170+33.4% | $3,985+6.1% | $4,310-1.9% |
| Admin fee / account holder | $108 | $160-32.2% | $6,832-98.4% | $188-42.4% |