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 | $90,853 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKIN OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $53,422 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,156 |
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 | $113,944 | $104,317+9.2% | $159,436-28.5% | $86,799+31.3% |
| Participation rate | 86.3% | 77.7%+8.6pp | 82.8%+3.5pp | 72.3%+14.0pp |
| Annual return | 18.56% | 26.32%-7.8pp | 263.57%-245.0pp | 97.91%-79.3pp |
| Employer contribution / active EE | $8,657 | $3,451+150.9% | $4,829+79.2% | $2,405+259.9% |
| Participant deferral / active EE | $5,958 | $6,837-12.9% | $7,352-19.0% | $4,131+44.2% |
| Admin fee / account holder | $407 | $172+136.4% | $10,799-96.2% | $170+140.1% |