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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Re... | $62,762 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $34,510 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $42,210 | $79,171-46.7% | $102,423-58.8% | $74,495-43.3% |
| Participation rate | 86.5% | 74.8%+11.7pp | 76.5%+10.1pp | 67.2%+19.3pp |
| Annual return | 12.53% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,184 | $2,362-49.9% | $3,023-60.8% | $2,623-54.9% |
| Participant deferral / active EE | $4,187 | $4,415-5.2% | $5,053-17.1% | $4,346-3.7% |
| Admin fee / account holder | $175 | $2,001-91.2% | $9,451-98.1% | $1,942-91.0% |