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 | Recordkeeping | $31,053 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,667 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $10,150 |
Filed as: KESTRA INVESTMENT 74-2794194 Service code 22 | Insurance Broker | $3,387 |
FJC & ASSOCIATES, INC.2 years Service code 15 · EIN 06-1086115 | Recordkeeping | $1,025 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
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).
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 | $101,463 | $72,277+40.4% | $101,248+0.2% | $79,858+27.1% |
| Participation rate | 77.1% | 68.5%+8.6pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 19.40% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $3,909 | $2,692+45.2% | $3,660+6.8% | $2,471+58.2% |
| Participant deferral / active EE | $10,704 | $3,282+226.2% | $4,370+144.9% | $3,740+186.2% |
| Admin fee / account holder | $586 | $4,400-86.7% | $5,945-90.1% | $5,306-89.0% |