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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.
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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 Service code 15 · EIN 13-3689044 | Recordkeeping | $32,839 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $14,133 |
MORGAN STANLEY SMITH BARNEY3 years Service code 22 · EIN 51-0116113 | Insurance Broker | $8,708 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $3,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,117 | $65,376-67.7% | $87,100-75.8% | $65,185-67.6% |
| Participation rate | 88.8% | 75.3%+13.5pp | 76.9%+11.9pp | 70.2%+18.6pp |
| Annual return | 20.44% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $734 | $1,822-59.7% | $2,521-70.9% | $2,177-66.3% |
| Participant deferral / active EE | $2,935 | $3,388-13.4% | $4,049-27.5% | $3,514-16.5% |
| Admin fee / account holder | $364 | $520-29.9% | $7,497-95.1% | $847-57.0% |