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: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $36,736 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,600 |
Filed as: SOUTHEASTERN EMPLOYEE BENEIFT SERVI Service code 15 · EIN 20-5923747 | Recordkeeping | $450 |
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 | $34,863 | $59,584-41.5% | $86,874-59.9% | $79,386-56.1% |
| Participation rate | 82.2% | 67.7%+14.6pp | 71.6%+10.6pp | 70.7%+11.5pp |
| Annual return | 15.29% | 23.15%-7.9pp | 63.52%-48.2pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,092 | $1,768-38.2% | $2,495-56.3% | $2,427-55.0% |
| Participant deferral / active EE | $2,238 | $3,036-26.3% | $3,699-39.5% | $4,046-44.7% |
| Admin fee / account holder | $418 | $604-30.8% | $5,828-92.8% | $626-33.3% |