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 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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $51,397 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,589 |
ADP BROKER-DEALER11+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 15 · EIN 39-1894140 | Recordkeeping | $1,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,690 | $216,711-53.5% | $136,749-26.4% | $85,563+17.7% |
| Participation rate | 27.2% | 51.7%-24.6pp | 72.1%-45.0pp | 66.0%-38.8pp |
| Annual return | 19.15% | 15.26%+3.9pp | 24.33%-5.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $969 | $1,660-41.6% | $3,400-71.5% | $2,654-63.5% |
| Participant deferral / active EE | $1,923 | $2,635-27.0% | $4,692-59.0% | $4,375-56.1% |
| Admin fee / account holder | $388 | $1,223-68.3% | $11,386-96.6% | $834-53.5% |