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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $15,706 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $4,035 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $3,974 |
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 | $32,404 | $47,448-31.7% | $94,993-65.9% | $62,292-48.0% |
| Participation rate | 98.8% | 66.5%+32.3pp | 73.9%+24.9pp | 69.5%+29.2pp |
| Annual return | 17.16% | 22.64%-5.5pp | 27.12%-10.0pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,113 | $1,300+62.5% | $2,603-18.8% | $2,042+3.5% |
| Participant deferral / active EE | $6,375 | $2,375+168.5% | $3,317+92.2% | $3,169+101.2% |
| Admin fee / account holder | $62 | $434-85.8% | $4,960-98.8% | $479-87.2% |