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 |
|---|---|---|
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS LL Service code 15 · EIN 13-3689044 | Recordkeeping | $26,280 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 22 · EIN 59-1199408 | Insurance Broker | $10,281 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 22 | Insurance Broker | $2,464 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 81-1732930 | Advisory (Plan) | $2,310 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 · EIN 04-3682160 | Recordkeeping | $250 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 22 · EIN 35-1151034 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,324 | $99,985-47.7% | $146,665-64.3% | $85,850-39.1% |
| Participation rate | 79.5% | 73.1%+6.5pp | 80.1%-0.6pp | 69.3%+10.2pp |
| Annual return | 11.29% | 18.93%-7.6pp | 22.74%-11.5pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,874 | $2,559-26.8% | $4,136-54.7% | $2,565-26.9% |
| Participant deferral / active EE | $2,887 | $4,006-27.9% | $5,506-47.6% | $3,952-26.9% |
| Admin fee / account holder | $349 | $7,702-95.5% | $10,280-96.6% | $6,260-94.4% |