See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $23,626 |
HICKS PENSION SERVICES9+ years Filed as: HICKS PENSION SERVICES- SLO Service code 15 · EIN 77-0155091 | Recordkeeping | $6,902 |
Service code 15 · EIN 87-1603957 | Recordkeeping | $4,110 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,148 | $99,921-74.8% | $85,009-70.4% | $145,959-82.8% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 11.93% | 83.89%-72.0pp | 66.47%-54.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $7,316 | $3,233+126.3% | $2,728+168.1% | $4,661+57.0% |
| Participant deferral / active EE | $3,933 | $5,293-25.7% | $4,522-13.0% | $6,689-41.2% |
| Admin fee / account holder | $365 | $7,252-95.0% | $6,153-94.1% | $13,398-97.3% |