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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.
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 |
|---|---|---|
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $111,128 |
REID & RIEGE, P.C.2 years Filed as: REID AND RIEGE PC Service code 29 1 FINANCIAL PLAZA 21ST FLOOR · HARTFORD, CT 06103 | Legal | $75,682 |
KRAKOW & SOURIS2 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 29 90 CANAL STREET 4TH FLOOR · BOSTON, MA 02214 | Legal | $38,298 |
Service code 10 · EIN 32-0048525 | Accounting | $22,429 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $11,238 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,083 | $82,917-2.2% | $103,333-21.5% | $77,643+4.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.30% | 19.13%-6.8pp | 24.88%-12.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $5,251 | $3,552+47.8% | $3,868+35.8% | $2,726+92.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $394 | $638-38.2% | $8,355-95.3% | $430-8.4% |