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 7-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 SOLUTIONS, Service code 15 · EIN 13-3689044 LLC · CEDAR RAPIDS, IA 52499 | Recordkeeping | $45,049 |
Filed as: KESTRA ADVISORY SERVICES,LLC Service code 27 · EIN 35-2552359 5707 SW PKWY STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
GRASSI & CO2 years Filed as: GRASSI ADVISOR & ACCOUNTANTS Service code 10 · EIN 11-3266576 | Accounting | $16,686 |
FJC & ASSOCIATES, INC.2 years Filed as: FJC & ASSOCIATES,INC Service code 15 · EIN 06-1086115 23 SUGARLOAF RD · SANDY HOOK, CT 06482 | Recordkeeping | $3,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,988 | $81,460+90.3% | $103,333+50.0% | $80,856+91.7% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 14.57% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $6,211 | $3,105+100.0% | $3,868+60.6% | $2,755+125.4% |
| Participant deferral / active EE | $12,807 | $3,869+231.0% | $5,057+153.2% | $4,296+198.1% |
| Admin fee / account holder | $1,491 | $6,566-77.3% | $8,355-82.2% | $6,918-78.4% |