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 15 · EIN 91-1035498 | Recordkeeping | $27,153 |
Filed as: SIGNATURE ESTATE AND INVESTMENT ADV Service code 27 · EIN 95-4806910 | Advisory (Plan) | $20,585 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,753 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 33 · EIN 36-4319587 | Securities brokerage commissions and ... | $9,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,417 | $55,415+63.2% | $155,509-41.9% | $74,495+21.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.76% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $6,713 | $2,267+196.1% | $4,672+43.7% | $2,623+155.9% |
| Participant deferral / active EE | $4,809 | $2,836+69.6% | $5,626-14.5% | $4,346+10.7% |
| Admin fee / account holder | $307 | $1,738-82.3% | $15,912-98.1% | $1,942-84.2% |