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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,015 |
SIKICH LLP1 year Service code 15 · EIN 15-3168081 | Recordkeeping | $2,240 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,846 | $71,192-65.1% | $117,854-78.9% | $62,292-60.1% |
| Participation rate | 97.8% | 74.2%+23.5pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 12.69% | 18.66%-6.0pp | 335.08%-322.4pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,124 | $1,934-41.9% | $3,786-70.3% | $2,042-45.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $32 | $587-94.6% | $8,020-99.6% | $479-93.4% |