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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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,103 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,067 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $6,024 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,954 | $81,460+11.7% | $103,333-12.0% | $80,856+12.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.51% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $12,654 | $3,105+307.5% | $3,868+227.2% | $2,755+359.3% |
| Participant deferral / active EE | $3,847 | $3,869-0.5% | $5,057-23.9% | $4,296-10.4% |
| Admin fee / account holder | $315 | $6,566-95.2% | $8,355-96.2% | $6,918-95.4% |