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 Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,617 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,170 |
PENTEGRA SERVICES, INC.2 years Service code 15 · EIN 13-3745616 | Recordkeeping | $21,886 |
PLANCHEC(K) CPAS LLC2 years 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 | $1,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,270 | $102,553-60.7% | $151,611-73.4% | $66,914-39.8% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.5%+9.8pp | 69.8%+27.5pp |
| Annual return | -17.31% | -10.82%-6.5pp | 3.33%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $5,150 | $4,180+23.2% | $6,166-16.5% | $2,544+102.4% |
| Participant deferral / active EE | $11,360 | $6,641+71.1% | $8,363+35.8% | $4,237+168.1% |
| Admin fee / account holder | $298 | $630-52.8% | $11,616-97.4% | $593-49.8% |