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 | $53,602 |
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $30,000 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $20,475 |
HUNNEX AND SHOEMAKER, INC.4 years Service code 15 · EIN 91-1072394 | Recordkeeping | $0 |
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 | $35,161 | $56,503-37.8% | $70,092-49.8% | $64,808-45.7% |
| Participation rate | 71.4% | 70.5%+0.9pp | 70.5%+0.9pp | 71.5%-0.1pp |
| Annual return | -13.51% | -13.44%-0.1pp | 190.73%-204.2pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,842 | $2,046-10.0% | $2,559-28.0% | $2,506-26.5% |
| Participant deferral / active EE | $4,272 | $3,389+26.0% | $3,849+11.0% | $4,310-0.9% |
| Admin fee / account holder | $196 | $160+22.4% | $6,267-96.9% | $188+4.5% |