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 |
|---|---|---|
HEFREN-TILLOTSON, INC.2 years Filed as: HEFREN-TILLOTSON, INC Service code 27 · EIN 25-1112140 | Advisory (Plan) | $33,760 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $16,219 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $644 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,791 | $91,517-43.4% | $101,248-48.8% | $73,409-29.4% |
| Participation rate | 85.3% | 73.8%+11.5pp | 75.8%+9.5pp | 72.2%+13.1pp |
| Annual return | 15.99% | 17.17%-1.2pp | 46.47%-30.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,629 | $2,877-43.4% | $3,660-55.5% | $2,234-27.1% |
| Participant deferral / active EE | $3,276 | $3,338-1.9% | $4,370-25.0% | $3,805-13.9% |
| Admin fee / account holder | $197 | $216-8.7% | $5,945-96.7% | $158+24.8% |