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 |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $28,490 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $11,035 |
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 | $47,846 | $52,639-9.1% | $185,117-74.2% | $62,292-23.2% |
| Participation rate | 88.0% | 63.9%+24.2pp | 77.3%+10.8pp | 69.5%+18.5pp |
| Annual return | 15.57% | 19.57%-4.0pp | 40.50%-24.9pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,222 | $1,483+49.9% | $4,182-46.9% | $2,042+8.8% |
| Participant deferral / active EE | $6,018 | $3,097+94.3% | $5,045+19.3% | $3,169+89.9% |
| Admin fee / account holder | $170 | $374-54.6% | $8,159-97.9% | $479-64.6% |