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 FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $25,805 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $24,179 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $2,849 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,578 | $59,417-19.9% | $93,606-49.2% | $74,495-36.1% |
| Participation rate | 47.9% | 59.7%-11.7pp | 68.7%-20.8pp | 67.2%-19.3pp |
| Annual return | 11.00% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $496 | $1,264-60.7% | $2,420-79.5% | $2,623-81.1% |
| Participant deferral / active EE | $2,776 | $3,050-9.0% | $4,411-37.1% | $4,346-36.1% |
| Admin fee / account holder | $533 | $3,021-82.4% | $8,285-93.6% | $1,942-72.6% |