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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $22,085 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $19,302 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,055 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $851 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $614 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,589 | $105,181+12.7% | $159,436-25.6% | $85,850+38.1% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.1pp |
| Annual return | 17.01% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $10,171 | $3,318+206.5% | $4,829+110.6% | $2,565+296.5% |
| Participant deferral / active EE | $11,637 | $5,945+95.8% | $7,352+58.3% | $3,952+194.5% |
| Admin fee / account holder | $391 | $6,933-94.4% | $10,799-96.4% | $6,260-93.7% |