Filed March 28, 2019
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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $30,251 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 22 · EIN 26-4310632 | Insurance Broker | $10,744 |
QBI, LLC2 years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $4,858 |
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 | $18,665 | $44,221-57.8% | $121,196-84.6% | $56,287-66.8% |
| Participation rate | 82.8% | 61.1%+21.7pp | 71.7%+11.0pp | 69.9%+12.9pp |
| Annual return | -4.08% | -3.58%-0.5pp | 16.93%-21.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $560 | $1,480-62.2% | $4,022-86.1% | $2,111-73.5% |
| Participant deferral / active EE | $1,898 | $2,521-24.7% | $3,344-43.2% | $3,350-43.3% |
| Admin fee / account holder | $139 | $480-71.0% | $5,019-97.2% | $521-73.3% |