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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.
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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $45,311 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $20,991 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,707 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC. Service code 16 1001 SEMMES AVE. · RICHMOND, VA 23224 | Consulting | $5,545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,522 | $91,407-65.5% | $135,903-76.8% | $71,457-55.9% |
| Participation rate | 74.5% | 75.7%-1.1pp | 81.9%-7.4pp | 67.9%+6.6pp |
| Annual return | 18.37% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,906 | $3,703-21.5% | $4,856-40.2% | $2,588+12.3% |
| Participant deferral / active EE | $6,019 | $7,092-15.1% | $7,758-22.4% | $4,289+40.4% |
| Admin fee / account holder | $318 | $1,266-74.9% | $10,762-97.0% | $1,587-80.0% |