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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 | Distribution (12b-1) fees; Shareholde... | $56,890 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,189 |
WINDHAM BRANNON5 years Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $16,250 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,573 | $55,415-10.5% | $155,509-68.1% | $74,495-33.5% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 11.07% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,846 | $2,836-34.9% | $5,626-67.2% | $4,346-57.5% |
| Admin fee / account holder | $359 | $1,738-79.3% | $15,912-97.7% | $1,942-81.5% |