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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.
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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 FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,260 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,854 |
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 | Recordkeeping | $11,345 |
PLANCHEC(K) CPAS LLC1 year Filed as: PLANCHEC(K) CPAS Service code 10 · EIN 84-2614035 | Accounting | $9,500 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $6,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,460 | $121,341-65.8% | $189,513-78.1% | $79,386-47.8% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.8%+7.4pp | 70.7%+24.5pp |
| Annual return | 21.13% | 21.08%0pp | 555.15%-534.0pp | 116.85%-95.7pp |
| Employer contribution / active EE | $3,084 | $3,915-21.2% | $6,162-50.0% | $2,427+27.0% |
| Participant deferral / active EE | $8,441 | $6,395+32.0% | $8,221+2.7% | $4,046+108.7% |
| Admin fee / account holder | $326 | $651-49.9% | $12,045-97.3% | $626-47.9% |