Filed August 16, 2024 (most recent of 16 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 | Float revenue; Claims processing; Sha... | $86,976 |
WRIGHT FORD YOUNG & CO4 years Service code 16 · EIN 95-3288054 | Consulting | $14,750 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $11,625 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $87,659 | $65,908+33.0% | $81,812+7.1% | $77,643+12.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 16.26% | 26.64%-10.4pp | 773.79%-757.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $3,451 | $2,370+45.6% | $2,912+18.5% | $2,726+26.6% |
| Participant deferral / active EE | $6,117 | $3,505+74.5% | $4,319+41.6% | $4,647+31.6% |
| Admin fee / account holder | $143 | $526-72.8% | $7,386-98.1% | $430-66.7% |