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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,782 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,551 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $880 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,849 | $52,639-14.8% | $185,117-75.8% | $62,292-28.0% |
| Participation rate | 83.0% | 63.9%+19.1pp | 77.3%+5.7pp | 69.5%+13.5pp |
| Annual return | 14.62% | 19.57%-5.0pp | 40.50%-25.9pp | 28.90%-14.3pp |
| Employer contribution / active EE | $454 | $1,483-69.4% | $4,182-89.1% | $2,042-77.8% |
| Participant deferral / active EE | $3,491 | $3,097+12.7% | $5,045-30.8% | $3,169+10.2% |
| Admin fee / account holder | $119 | $374-68.2% | $8,159-98.5% | $479-75.2% |