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 | $14,072 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,415 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $2,283 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $350 |
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 | $47,351 | $91,538-48.3% | $129,995-63.6% | $75,163-37.0% |
| Participation rate | 83.9% | 71.4%+12.5pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 18.69% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,689 | $2,845-40.7% | $4,320-60.9% | $2,670-36.8% |
| Participant deferral / active EE | $2,535 | $4,341-41.6% | $5,820-56.4% | $4,125-38.5% |
| Admin fee / account holder | $306 | $6,790-95.5% | $10,614-97.1% | $5,651-94.6% |