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 7-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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689004 | Recordkeeping | $39,969 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 5707 SOUTHWEST PKWY BLDNG 2 · AUSTIN, TX 78735 | Insurance Broker | $26,238 |
FJC & ASSOCIATES, INC.1 year Service code 15 · EIN 06-1086115 14 CHURCH HILL RD. · NEWTOWN, CT 06470 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,198 | $63,114+41.3% | $92,893-4.0% | $65,185+36.8% |
| Participation rate | 77.7% | 68.8%+8.9pp | 76.0%+1.7pp | 70.2%+7.5pp |
| Annual return | 47.66% | 28.75%+18.9pp | 109.41%-61.8pp | 29.38%+18.3pp |
| Employer contribution / active EE | $5,283 | $2,571+105.5% | $3,653+44.6% | $2,177+142.7% |
| Participant deferral / active EE | $10,926 | $3,108+251.5% | $4,236+157.9% | $3,514+210.9% |
| Admin fee / account holder | $356 | $624-42.9% | $5,794-93.9% | $847-57.9% |