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 | $14,828 |
MCSOLEY MCCOY & CO3 years Service code 10 · EIN 03-0327374 | Accounting | $8,200 |
Filed as: TRANSAMERICA FINANICIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,521 | $55,415-23.3% | $155,509-72.7% | $74,495-42.9% |
| Participation rate | 93.9% | 61.9%+32.0pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 12.94% | 268.50%-255.6pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,827 | $2,267+24.7% | $4,672-39.5% | $2,623+7.8% |
| Participant deferral / active EE | $5,526 | $2,836+94.9% | $5,626-1.8% | $4,346+27.2% |
| Admin fee / account holder | $44 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |