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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 | Shareholder servicing fees; Recordkee... | $112,290 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 16 · EIN 27-4034238 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,447 | $53,136-27.6% | $155,509-75.3% | $199,593-80.7% |
| Participation rate | 33.2% | 64.1%-30.9pp | 78.2%-45.0pp | 72.0%-38.8pp |
| Annual return | 15.31% | 41.15%-25.8pp | 64.67%-49.4pp | 34.25%-18.9pp |
| Employer contribution / active EE | $75 | $1,851-95.9% | $4,672-98.4% | $3,034-97.5% |
| Participant deferral / active EE | $1,159 | $3,161-63.3% | $5,626-79.4% | $5,087-77.2% |
| Admin fee / account holder | $97 | $185-47.6% | $15,912-99.4% | $269-63.9% |