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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 |
|---|---|---|
ROCKY'S HARDWARE, INC1 year Service code 10 · EIN 04-2373758 | Accounting | $9,451 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,821 | $42,546+0.6% | $71,796-40.4% | $55,167-22.4% |
| Participation rate | 53.2% | 59.1%-6.0pp | 69.1%-16.0pp | 69.0%-15.8pp |
| Annual return | 6.56% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $930 | $803+15.8% | $1,924-51.7% | $1,963-52.6% |
| Participant deferral / active EE | $1,485 | $2,064-28.0% | $2,794-46.8% | $3,054-51.4% |
| Admin fee / account holder | $60 | $650-90.8% | $4,815-98.8% | $504-88.1% |