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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $105,121 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $73,774 |
Service code 99 · EIN 83-1613266 | Other Fees | $58,619 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,500 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC. TPA DIVISIO Service code 15 · EIN 13-3745616 | Recordkeeping | $4,993 |
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 | $66,574 | $129,021-48.4% | $184,203-63.9% | $77,643-14.3% |
| Participation rate | 98.3% | 87.3%+10.9pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 26.27% | 33.27%-7.0pp | 28.81%-2.5pp | 31.24%-5.0pp |
| Employer contribution / active EE | $4,163 | $4,413-5.7% | $6,427-35.2% | $2,726+52.7% |
| Participant deferral / active EE | $10,522 | $7,297+44.2% | $9,131+15.2% | $4,647+126.4% |
| Admin fee / account holder | $396 | $254+56.1% | $13,901-97.1% | $430-7.9% |