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 FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,211 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $32,668 |
PENTEGRA SERVICES, INC.3 years Service code 15 · EIN 13-3745616 | Recordkeeping | $19,195 |
PLANCHEC(K) CPAS LLC3 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 |
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 | $49,306 | $130,194-62.1% | $169,993-71.0% | $71,457-31.0% |
| Participation rate | 94.0% | 86.1%+7.8pp | 87.0%+7.0pp | 67.9%+26.0pp |
| Annual return | 20.34% | 20.37%0pp | 53.37%-33.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $4,119 | $4,381-6.0% | $6,785-39.3% | $2,588+59.2% |
| Participant deferral / active EE | $9,812 | $6,923+41.7% | $10,408-5.7% | $4,289+128.8% |
| Admin fee / account holder | $535 | $966-44.6% | $12,815-95.8% | $1,587-66.3% |