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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,055 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $6,385 |
RED BANK PENSION SERVICES, INC.4+ years Service code 15 · EIN 22-2755116 | Recordkeeping | $4,700 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,181 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,645 | $65,223-68.3% | $80,019-74.2% | $55,725-63.0% |
| Participation rate | 88.1% | 80.6%+7.6pp | 75.8%+12.3pp | 70.9%+17.3pp |
| Annual return | -3.43% | 7.59%-11.0pp | 11.22%-14.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,836 | $2,544-27.8% | $2,468-25.6% | $2,078-11.7% |
| Participant deferral / active EE | $6,285 | $3,881+62.0% | $3,686+70.5% | $3,356+87.3% |
| Admin fee / account holder | $31 | $114-73.0% | $6,521-99.5% | $115-73.2% |