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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,573 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,628 |
COMMERCIAL SEWING, INC1 year Filed as: COMMERCIAL SEWING INC Service code 35 · EIN 06-0863890 | Employee (plan sponsor) | $14,375 |
Service code 15 · EIN 51-0523358 | Recordkeeping | $1,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,163 | $62,127-4.8% | $81,382-27.3% | $74,495-20.6% |
| Participation rate | 86.1% | 64.0%+22.1pp | 69.5%+16.6pp | 67.2%+18.9pp |
| Annual return | 13.35% | 16.48%-3.1pp | 24.73%-11.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,296 | $1,882-31.2% | $2,463-47.4% | $2,623-50.6% |
| Participant deferral / active EE | $4,294 | $3,229+33.0% | $3,883+10.6% | $4,346-1.2% |
| Admin fee / account holder | $343 | $1,934-82.3% | $5,768-94.1% | $1,942-82.3% |