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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.
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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 | $639 |
SMA SERVICES, INC.3 years Service code 15 · EIN 15-0868034 | Recordkeeping | $250 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,417 | $37,426-29.4% | $77,482-65.9% | $79,858-66.9% |
| Participation rate | 22.7% | 41.5%-18.8pp | 54.2%-31.5pp | 69.6%-47.0pp |
| Annual return | 18.19% | 39.70%-21.5pp | 54.79%-36.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $779 | $637+22.3% | $986-21.1% | $2,471-68.5% |
| Participant deferral / active EE | $1,128 | $1,260-10.5% | $1,861-39.4% | $3,740-69.8% |
| Admin fee / account holder | $98 | $2,504-96.1% | $2,858-96.6% | $5,306-98.2% |