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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $700,076 |
Filed as: TRANSAMERICA RETIREMENT Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $189,128 |
Service code 16 · EIN 26-0058143 | Consulting | $174,437 |
Filed as: HOLTHOUSE CARLIN AND VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $73,996 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $21,127 | $46,969-55.0% | $154,107-86.3% | $73,367-71.2% |
| Participation rate | 83.8% | 72.4%+11.4pp | 83.0%+0.8pp | 69.5%+14.3pp |
| Annual return | 185.73% | 821.68%-635.9pp | 735.12%-549.4pp | 173.45%+12.3pp |
| Employer contribution / active EE | $126 | $1,723-92.7% | $5,298-97.6% | $2,499-95.0% |
| Participant deferral / active EE | $2,640 | $3,162-16.5% | $5,081-48.0% | $4,033-34.5% |
| Admin fee / account holder | $78 | $47+66.4% | $13,411-99.4% | $68+13.4% |