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 | $17,334 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $13,072 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $2,615 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,325 |
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 | $51,404 | $101,724-49.5% | $164,813-68.8% | $80,856-36.4% |
| Participation rate | 82.1% | 71.8%+10.3pp | 78.6%+3.5pp | 67.6%+14.5pp |
| Annual return | 12.50% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,788 | $2,953-39.5% | $4,341-58.8% | $2,755-35.1% |
| Participant deferral / active EE | $2,667 | $4,477-40.4% | $6,031-55.8% | $4,296-37.9% |
| Admin fee / account holder | $566 | $8,227-93.1% | $12,690-95.5% | $6,918-91.8% |