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 9-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 SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $130,608 |
ELLSWORTH ADVISORS LLC4 years Filed as: ELLSWORTH ADVISORS, LLC Service code 27 · EIN 82-5501752 | Advisory (Plan) | $44,026 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,973 | $39,973-80.1% | $79,550-90.0% | $77,904-89.8% |
| Participation rate | 85.4% | 64.6%+20.8pp | 69.5%+15.9pp | 73.7%+11.7pp |
| Annual return | -13.27% | 3.42%-16.7pp | 0.16%-13.4pp | 12.21%-25.5pp |
| Employer contribution / active EE | $280 | $1,088-74.2% | $2,413-88.4% | $2,848-90.2% |
| Participant deferral / active EE | $3,874 | $2,774+39.6% | $3,985-2.8% | $4,806-19.4% |
| Admin fee / account holder | $68 | $113-40.1% | $6,832-99.0% | $133-49.0% |