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: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,977 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,396 |
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 | $72,084 | $52,279+37.9% | $89,391-19.4% | $79,858-9.7% |
| Participation rate | 98.9% | 57.5%+41.4pp | 68.0%+30.9pp | 69.6%+29.3pp |
| Annual return | 12.97% | 22.16%-9.2pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,458 | $1,572+56.4% | $2,586-4.9% | $2,471-0.5% |
| Participant deferral / active EE | $3,791 | $2,740+38.3% | $3,890-2.6% | $3,740+1.4% |
| Admin fee / account holder | $38 | $3,356-98.9% | $4,881-99.2% | $5,306-99.3% |