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 |
|---|---|---|
PIERCY, BOWLER, TAYLOR & KERN1 year Filed as: PIERCY BOWLER TAYLOR AND KERN Service code 10 · EIN 88-0265237 | Accounting | $15,165 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $6,556 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $6,394 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURA Service code 15 · EIN 36-6071399 | Recordkeeping | $3,965 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,863 | $55,453+62.1% | $170,442-47.3% | $62,292+44.3% |
| Participation rate | 89.7% | 66.4%+23.3pp | 83.6%+6.1pp | 69.5%+20.1pp |
| Annual return | 20.55% | 21.38%-0.8pp | 205.93%-185.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $4,306 | $2,164+99.0% | $5,433-20.7% | $2,042+110.8% |
| Participant deferral / active EE | $5,232 | $2,303+127.2% | $4,939+5.9% | $3,169+65.1% |
| Admin fee / account holder | $123 | $455-72.9% | $13,880-99.1% | $479-74.3% |