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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $79,325 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS FINANCIAL SERVICES Service code 27 · EIN 45-2712335 | Advisory (Plan) | $27,500 |
Filed as: BAKERY TILLY Service code 10 · EIN 91-0189318 | Accounting | $25,967 |
HUNNEX AND SHOEMAKER, INC.7 years Service code 15 · EIN 91-1072394 | Recordkeeping | $4,600 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,932 | $117,025-68.4% | $91,541-59.7% | $85,563-56.8% |
| Participation rate | 82.0% | 64.2%+17.8pp | 69.8%+12.2pp | 66.0%+16.0pp |
| Annual return | 12.43% | 18.02%-5.6pp | 20.50%-8.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $2,744 | $2,120+29.4% | $2,505+9.5% | $2,654+3.4% |
| Participant deferral / active EE | $6,270 | $3,446+81.9% | $4,008+56.4% | $4,375+43.3% |
| Admin fee / account holder | $158 | $1,242-87.3% | $6,956-97.7% | $834-81.1% |