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 RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $49,178 |
Filed as: LINCOLN INVESMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $20,000 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,911 |
SMA SERVICES, INC.4 years Filed as: SMA SERVICES, INC Service code 15 | Recordkeeping | $2,700 |
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 | $77,566 | $59,584+30.2% | $86,874-10.7% | $79,386-2.3% |
| Participation rate | 84.7% | 67.7%+17.0pp | 71.6%+13.1pp | 70.7%+14.0pp |
| Annual return | 12.63% | 23.15%-10.5pp | 63.52%-50.9pp | 116.85%-104.2pp |
| Employer contribution / active EE | $3,117 | $1,768+76.3% | $2,495+24.9% | $2,427+28.4% |
| Participant deferral / active EE | $5,029 | $3,036+65.6% | $3,699+35.9% | $4,046+24.3% |
| Admin fee / account holder | $435 | $604-28.1% | $5,828-92.5% | $626-30.6% |