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 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $87,304 |
KEEFER PENSION CONSULTING INC.2+ years Service code 16 · EIN 27-0328721 | Consulting | $39,596 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: TRANAMERICA RETIREMENT SOLUTIONS Service code 12 | Claims processing; Investment managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,876 | $68,408-15.4% | $57,179+1.2% | $57,658+0.4% |
| Participation rate | 67.3% | 79.1%-11.8pp | 75.3%-8.0pp | 70.2%-2.9pp |
| Annual return | 6.80% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,644 | $2,869-7.8% | $2,682-1.4% | $1,974+34.0% |
| Participant deferral / active EE | $3,013 | $2,903+3.8% | $3,096-2.7% | $3,061-1.5% |
| Admin fee / account holder | $225 | $70+223.0% | $3,139-92.8% | $95+138.0% |