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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,349 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,700 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $669 |
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 | $49,857 | $99,957-50.1% | $149,696-66.7% | $73,488-32.2% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 15.76% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,735 | $6,073+27.4% | $6,842+13.1% | $3,740+106.9% |
| Admin fee / account holder | $84 | $551-84.7% | $9,309-99.1% | $513-83.6% |