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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $40,450 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,174 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES, INC/ASCENSUS Service code 15 · EIN 72-3719843 | Recordkeeping | $6,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,848 | $41,617-71.5% | $84,611-86.0% | $77,787-84.8% |
| Participation rate | 88.4% | 45.0%+43.4pp | 68.2%+20.2pp | 73.2%+15.2pp |
| Annual return | 20.62% | 24.97%-4.4pp | 258.74%-238.1pp | 32.57%-12.0pp |
| Employer contribution / active EE | $364 | $1,061-65.7% | $2,652-86.3% | $2,504-85.5% |
| Participant deferral / active EE | $1,867 | $2,129-12.3% | $3,899-52.1% | $3,967-52.9% |
| Admin fee / account holder | $31 | $121-74.6% | $4,912-99.4% | $100-69.3% |