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 9-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, Service code 15 · EIN 13-3689044 | Recordkeeping | $31,732 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,654 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,195 |
MY BENEFITS, LLC8 years Service code 15 · EIN 45-2098380 | Recordkeeping | $4,819 |
Filed as: FIRST PARTY ADMINISTRATOR LLC Service code 15 · EIN 46-2023154 | Recordkeeping | $1,130 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,995 | $54,193-0.4% | $93,606-42.3% | $77,643-30.5% |
| Participation rate | 29.2% | 63.9%-34.8pp | 68.7%-39.6pp | 70.6%-41.4pp |
| Annual return | 8.18% | 30.54%-22.4pp | 133.20%-125.0pp | 31.24%-23.1pp |
| Employer contribution / active EE | $661 | $1,168-43.4% | $2,420-72.7% | $2,726-75.7% |
| Participant deferral / active EE | $1,883 | $3,144-40.1% | $4,411-57.3% | $4,647-59.5% |
| Admin fee / account holder | $339 | $576-41.1% | $8,285-95.9% | $430-21.2% |