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 | $31,411 |
Filed as: KESTRA ADVISORY SERVICES,LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
FJC & ASSOCIATES, INC.4 years Service code 15 · EIN 06-1086115 | Recordkeeping | $1,950 |
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).
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 | $92,018 | $64,707+42.2% | $112,228-18.0% | $68,494+34.3% |
| Participation rate | 81.2% | 67.2%+14.0pp | 75.1%+6.1pp | 67.9%+13.3pp |
| Annual return | -17.84% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,347 | $2,746+94.7% | $3,635+47.1% | $2,596+105.9% |
| Participant deferral / active EE | $11,135 | $3,565+212.4% | $4,728+135.5% | $4,027+176.5% |
| Admin fee / account holder | $660 | $5,232-87.4% | $6,410-89.7% | $5,403-87.8% |