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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 RETIRMENT SOLUTIONS LL Service code 15 · EIN 13-3689044 | Recordkeeping | $18,448 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 22 · EIN 59-1199408 | Insurance Broker | $5,974 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $2,400 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $2,276 |
ASCENSUS LLC3 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 · EIN 04-3682160 | Recordkeeping | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,033 | $81,900-51.1% | $119,609-66.5% | $68,494-41.6% |
| Participation rate | 80.5% | 71.9%+8.6pp | 79.3%+1.2pp | 67.9%+12.6pp |
| Annual return | -21.07% | -23.82%+2.7pp | -14.97%-6.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,654 | $2,693-38.6% | $4,232-60.9% | $2,596-36.3% |
| Participant deferral / active EE | $2,612 | $4,148-37.0% | $5,602-53.4% | $4,027-35.1% |
| Admin fee / account holder | $305 | $6,582-95.4% | $10,323-97.0% | $5,403-94.4% |