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 |
|---|---|---|
Service code 10 · EIN 04-2687094 | Accounting | $26,361 |
Filed as: MISEROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,228 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,900 |
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 | $53,840 | $49,138+9.6% | $84,015-35.9% | $65,185-17.4% |
| Participation rate | 45.7% | 60.7%-15.1pp | 69.0%-23.4pp | 70.2%-24.5pp |
| Annual return | 21.06% | 23.00%-1.9pp | 71.31%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $771 | $914-15.6% | $1,983-61.1% | $2,177-64.6% |
| Participant deferral / active EE | $1,517 | $2,397-36.7% | $3,239-53.1% | $3,514-56.8% |
| Admin fee / account holder | $16 | $543-97.0% | $6,101-99.7% | $847-98.1% |