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 5-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $3,108 |
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES Service code 15 · EIN 58-2380163 | Recordkeeping | $2,151 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANELY Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,872 | $50,464-54.7% | $75,781-69.8% | $52,331-56.3% |
| Participation rate | 68.3% | 66.8%+1.5pp | 75.8%-7.5pp | 68.1%+0.2pp |
| Annual return | -1.19% | 1.03%-2.2pp | 9.68%-10.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $633 | $1,988-68.1% | $3,323-80.9% | $1,882-66.3% |
| Participant deferral / active EE | $2,483 | $2,570-3.4% | $3,651-32.0% | $3,022-17.8% |
| Admin fee / account holder | $43 | $1,103-96.1% | $5,299-99.2% | $592-92.8% |