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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $82,757 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $76,337 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,398 | $88,890+35.4% | $102,423+17.5% | $77,643+55.1% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.6pp |
| Annual return | 13.07% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,641 | $2,698-2.1% | $3,023-12.6% | $2,726-3.1% |
| Participant deferral / active EE | $8,319 | $5,145+61.7% | $5,053+64.6% | $4,647+79.0% |
| Admin fee / account holder | $212 | $235-9.8% | $9,451-97.8% | $430-50.6% |