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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $102,265 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $54,476 |
THE HASLAUER GROUP, INC.11+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $3,227 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,601 | $100,923+136.4% | $150,045+59.0% | $74,304+221.1% |
| Participation rate | 88.4% | 70.1%+18.3pp | 82.3%+6.1pp | 60.3%+28.0pp |
| Annual return | 18.24% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,768 | $3,463-20.1% | $4,693-41.0% | $2,241+23.5% |
| Participant deferral / active EE | $7,117 | $6,709+6.1% | $7,997-11.0% | $3,767+88.9% |
| Admin fee / account holder | $626 | $2,767-77.4% | $13,435-95.3% | $2,969-78.9% |