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 | $10,158 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,937 | $39,859-22.4% | $78,689-60.7% | $57,658-46.3% |
| Participation rate | 47.2% | 66.1%-18.9pp | 73.6%-26.4pp | 70.2%-23.1pp |
| Annual return | 14.71% | 18.96%-4.3pp | 62.18%-47.5pp | 5.13%+9.6pp |
| Employer contribution / active EE | $666 | $1,786-62.7% | $2,851-76.6% | $1,974-66.3% |
| Participant deferral / active EE | $3,176 | $2,248+41.3% | $3,517-9.7% | $3,061+3.8% |
| Admin fee / account holder | $49 | $76-35.9% | $4,510-98.9% | $95-48.4% |