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 | $36,159 |
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 & CO1 year Filed as: GRASSI ADVISOR & ACCOUNTANTS Service code 10 · EIN 11-3266576 | Accounting | $15,412 |
FJC & ASSOCIATES, INC.1 year Filed as: FJC & ASSOCIATES,INC Service code 15 · EIN 06-1086115 23 SUGARLOAF RD · SANDY HOOK, CT 06482 | Recordkeeping | $10,362 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,565 | $73,933+72.5% | $96,683+31.9% | $75,163+69.7% |
| Participation rate | 82.1% | 66.4%+15.7pp | 74.3%+7.7pp | 67.2%+14.9pp |
| Annual return | 19.25% | 26.70%-7.5pp | 35.69%-16.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $5,684 | $2,928+94.2% | $3,737+52.1% | $2,670+112.9% |
| Participant deferral / active EE | $11,924 | $3,659+225.9% | $4,878+144.4% | $4,125+189.1% |
| Admin fee / account holder | $821 | $5,216-84.3% | $6,730-87.8% | $5,651-85.5% |