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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $21,486 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $21,056 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,914 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $6,500 |
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 | $58,280 | $44,960+29.6% | $84,966-31.4% | $74,495-21.8% |
| Participation rate | 85.3% | 49.4%+36.0pp | 67.5%+17.8pp | 67.2%+18.1pp |
| Annual return | 11.91% | 26.24%-14.3pp | 66.38%-54.5pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,823 | $1,457+93.7% | $2,727+3.5% | $2,623+7.6% |
| Participant deferral / active EE | $5,310 | $2,731+94.4% | $4,519+17.5% | $4,346+22.2% |
| Admin fee / account holder | $454 | $2,209-79.5% | $6,149-92.6% | $1,942-76.6% |