See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RET SOL LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $79,196 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKIN OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $39,506 |
SWERDLIN & COMPANY4 years Service code 15 · EIN 58-1392124 | Recordkeeping | $6,250 |
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 | $97,025 | $100,801-3.7% | $149,696-35.2% | $73,409+32.2% |
| Participation rate | 91.2% | 77.7%+13.5pp | 82.5%+8.8pp | 72.2%+19.1pp |
| Annual return | 15.33% | 265.34%-250.0pp | 276.60%-261.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $10,920 | $3,312+229.7% | $4,644+135.1% | $2,234+388.9% |
| Participant deferral / active EE | $5,745 | $6,404-10.3% | $6,842-16.0% | $3,805+51.0% |
| Admin fee / account holder | $357 | $181+97.5% | $9,309-96.2% | $158+126.2% |