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 |
|---|---|---|
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $32,523 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,793 |
RED BANK PENSION SERVICES, INC.10+ years Service code 15 · EIN 22-2755716 1161 BROAD STREET, SUITE 314 · SHREWSBURY, NJ 07702 | Recordkeeping | $12,715 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 39-3194849 | Advisory (Plan) | $8,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,929 | $92,055-39.2% | $106,213-47.3% | $77,643-28.0% |
| Participation rate | 96.2% | 81.0%+15.2pp | 75.3%+20.9pp | 70.6%+25.7pp |
| Annual return | 16.33% | 17.91%-1.6pp | 116.14%-99.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,561 | $3,367+5.8% | $3,171+12.3% | $2,726+30.6% |
| Participant deferral / active EE | $9,418 | $5,386+74.9% | $5,016+87.8% | $4,647+102.7% |
| Admin fee / account holder | $81 | $219-63.0% | $11,033-99.3% | $430-81.2% |