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: RETIREMENT STRATEGIES, INC Service code 15 · EIN 58-2380163 | Recordkeeping | $8,079 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,177 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,622 | $58,726-66.6% | $92,233-78.7% | $62,292-68.5% |
| Participation rate | 80.9% | 68.3%+12.6pp | 76.5%+4.4pp | 69.5%+11.4pp |
| Annual return | 20.34% | 43.62%-23.3pp | 176.28%-155.9pp | 28.90%-8.6pp |
| Employer contribution / active EE | $793 | $2,392-66.8% | $3,679-78.4% | $2,042-61.1% |
| Participant deferral / active EE | $2,922 | $2,766+5.6% | $3,897-25.0% | $3,169-7.8% |
| Admin fee / account holder | $62 | $556-88.9% | $5,194-98.8% | $479-87.1% |