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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 COMPANY · LOS ANGELES, CA 90015 | Recordkeeping | $15,568 |
FREUND & CO INVESTMENT ADVISORS LC3 years Service code 27 · EIN 43-1786935 530 MARYVILLE CENTRE STE 210 · ST. LOUIS, MO 63141 | Advisory (Plan) | $13,488 |
BKD, LLP6 years Filed as: BKD WEALTH ADVISORS, LLC Service code 15 · EIN 44-0160260 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 658011190 | Recordkeeping | $1,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,460 | $56,485-60.2% | $185,823-87.9% | $86,799-74.1% |
| Participation rate | 11.0% | 65.5%-54.5pp | 81.7%-70.7pp | 72.3%-61.3pp |
| Annual return | 101.53% | 118.04%-16.5pp | 122.05%-20.5pp | 97.91%+3.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $247 | $2,553-90.3% | $5,568-95.6% | $4,131-94.0% |
| Admin fee / account holder | $190 | $150+27.3% | $16,237-98.8% | $170+12.3% |