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 15 · EIN 14-1624930 | Recordkeeping | $11,314 |
MARTINDALE KEYSOR & CO PLLC1 year Service code 10 · EIN 14-1818557 | Accounting | $9,725 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,118 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,071 | $52,884+113.8% | $84,750+33.4% | $55,167+105.0% |
| Participation rate | 97.1% | 67.5%+29.6pp | 76.6%+20.6pp | 69.0%+28.2pp |
| Annual return | 5.83% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $6,205 | $2,233+177.8% | $3,574+73.6% | $1,963+216.2% |
| Participant deferral / active EE | $2,183 | $2,644-17.4% | $3,712-41.2% | $3,054-28.5% |
| Admin fee / account holder | $197 | $581-66.1% | $5,332-96.3% | $504-60.9% |