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 RET SOL LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $124,453 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKIN OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $70,041 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,119 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,871 | $101,317+27.2% | $146,958-12.3% | $74,495+73.0% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 15.58% | 8730.91%-8715.3pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $9,279 | $3,810+143.5% | $4,933+88.1% | $2,623+253.8% |
| Participant deferral / active EE | $11,056 | $7,303+51.4% | $8,070+37.0% | $4,346+154.4% |
| Admin fee / account holder | $507 | $1,739-70.9% | $12,998-96.1% | $1,942-73.9% |