See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES INC Service code 15 · EIN 03-0271340 | Recordkeeping | $11,625 |
MCSOLEY MCCOY & CO2 years Service code 10 · EIN 03-0327374 | Accounting | $7,800 |
Filed as: TRANSAMERICA FINANICIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,221 | $61,272-39.3% | $149,673-75.1% | $71,457-47.9% |
| Participation rate | 94.0% | 62.5%+31.5pp | 78.8%+15.3pp | 67.9%+26.1pp |
| Annual return | 15.80% | 35.85%-20.0pp | 134.42%-118.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,578 | $2,378+8.4% | $4,818-46.5% | $2,588-0.4% |
| Participant deferral / active EE | $4,876 | $2,917+67.2% | $5,680-14.2% | $4,289+13.7% |
| Admin fee / account holder | $35 | $1,261-97.2% | $13,210-99.7% | $1,587-97.8% |