Filed July 13, 2015 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $92,720 |
IMA WEALTH INC3 years Filed as: IMA WEALTH Service code 16 · EIN 48-1233289 | Consulting | $37,500 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
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 | $94,522 | $65,908+43.4% | $81,812+15.5% | $77,643+21.7% |
| Participation rate | 95.5% | 65.8%+29.7pp | 72.3%+23.2pp | 70.6%+24.9pp |
| Annual return | 14.24% | 26.64%-12.4pp | 773.79%-759.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,824 | $2,370-23.0% | $2,912-37.4% | $2,726-33.1% |
| Participant deferral / active EE | $6,445 | $3,505+83.9% | $4,319+49.2% | $4,647+38.7% |
| Admin fee / account holder | $196 | $526-62.7% | $7,386-97.3% | $430-54.4% |