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 Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $28,341 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,998 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 39-3194849 | Advisory (Plan) | $5,790 |
RED BANK PENSION SERVICES, INC.8+ years Service code 15 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Recordkeeping | $4,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,403 | $81,908-53.1% | $90,749-57.7% | $64,808-40.7% |
| Participation rate | 94.3% | 80.5%+13.9pp | 75.7%+18.7pp | 71.5%+22.9pp |
| Annual return | -14.00% | -12.53%-1.5pp | -12.16%-1.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,188 | $3,065+4.0% | $2,921+9.1% | $2,506+27.2% |
| Participant deferral / active EE | $9,059 | $4,840+87.2% | $4,564+98.5% | $4,310+110.2% |
| Admin fee / account holder | $25 | $157-84.2% | $8,445-99.7% | $188-86.8% |