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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,459 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $24,973 |
SIKICH LLP10+ years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $12,700 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,696 | $44,960-25.1% | $84,966-60.3% | $74,495-54.8% |
| Participation rate | 26.7% | 49.4%-22.7pp | 67.5%-40.8pp | 67.2%-40.5pp |
| Annual return | 14.08% | 26.24%-12.2pp | 66.38%-52.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $452 | $1,457-69.0% | $2,727-83.4% | $2,623-82.8% |
| Participant deferral / active EE | $2,621 | $2,731-4.0% | $4,519-42.0% | $4,346-39.7% |
| Admin fee / account holder | $237 | $2,209-89.3% | $6,149-96.2% | $1,942-87.8% |