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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.
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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 CAPITAL, INC. Service code 27 · EIN 65-3141953 | Advisory (Plan) | $42,440 |
LT TRUST COMPANY5 years Filed as: LT TRUST COMPANY, INC. Service code 15 · EIN 61-1607607 | Recordkeeping | $20,884 |
RETIREMENT PLANNING SERVICES, INC.5 years Service code 49 · EIN 84-1096179 | Other Services | $6,551 |
PLAN STRATEGIES, INC.2 years Filed as: PSI - PLAN STRATEGIES, INC. Service code 27 · EIN 41-1910561 | Advisory (Plan) | $5,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,754 | $69,362+10.7% | $101,248-24.2% | $73,488+4.4% |
| Participation rate | 65.1% | 68.4%-3.3pp | 75.8%-10.7pp | 70.7%-5.6pp |
| Annual return | 14.83% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,972 | $2,628-25.0% | $3,660-46.1% | $2,270-13.1% |
| Participant deferral / active EE | $3,256 | $3,300-1.3% | $4,370-25.5% | $3,740-12.9% |
| Admin fee / account holder | $795 | $704+13.0% | $5,945-86.6% | $513+55.0% |