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 9-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 |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $24,945 |
Filed as: TRANSAMERICA RETIREMENT SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $17,643 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $15,500 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $8,708 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 15 · EIN 33-0785439 | Recordkeeping | $4,414 |
FJC & ASSOCIATES, INC.6 years Service code 15 · EIN 06-1086115 | Recordkeeping | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,895 | $101,317-27.1% | $146,958-49.7% | $74,495-0.8% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.6pp | 67.2%+7.3pp |
| Annual return | 17.06% | 8730.91%-8713.8pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $4,845 | $3,810+27.2% | $4,933-1.8% | $2,623+84.7% |
| Participant deferral / active EE | $8,942 | $7,303+22.4% | $8,070+10.8% | $4,346+105.8% |
| Admin fee / account holder | $281 | $1,739-83.8% | $12,998-97.8% | $1,942-85.5% |