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 9-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 Service code 15 · EIN 39-0989781 | Recordkeeping | $4,362 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,980 |
Filed as: PENTEC PENSION MGMT GROUP INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $450 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $85 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,474 | $82,274-56.9% | $152,466-76.7% | $79,386-55.3% |
| Participation rate | 40.3% | 76.4%-36.1pp | 78.2%-37.9pp | 70.7%-30.4pp |
| Annual return | 16.81% | 7959.84%-7943.0pp | 757.33%-740.5pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,565 | $3,613-56.7% | $4,327-63.8% | $2,427-35.5% |
| Participant deferral / active EE | $2,655 | $4,969-46.6% | $5,820-54.4% | $4,046-34.4% |
| Admin fee / account holder | $72 | $632-88.7% | $15,805-99.5% | $626-88.6% |