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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $124,209 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $85,720 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,413 | $54,193+199.7% | $93,606+73.5% | $77,643+109.2% |
| Participation rate | 91.3% | 63.9%+27.4pp | 68.7%+22.6pp | 70.6%+20.8pp |
| Annual return | 15.71% | 30.54%-14.8pp | 133.20%-117.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,722 | $1,168+47.4% | $2,420-28.9% | $2,726-36.8% |
| Participant deferral / active EE | $9,468 | $3,144+201.1% | $4,411+114.6% | $4,647+103.7% |
| Admin fee / account holder | $443 | $576-23.1% | $8,285-94.7% | $430+2.9% |