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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $103,343 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $31,943 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,009 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $1,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,960 | $132,049-3.1% | $200,582-36.2% | $74,304+72.2% |
| Participation rate | 92.8% | 84.1%+8.7pp | 86.9%+5.9pp | 60.3%+32.4pp |
| Annual return | 20.32% | 22.22%-1.9pp | 42.33%-22.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $4,306 | $4,558-5.5% | $6,419-32.9% | $2,241+92.1% |
| Participant deferral / active EE | $30,007 | $7,213+316.0% | $9,331+221.6% | $3,767+696.5% |
| Admin fee / account holder | $581 | $2,405-75.9% | $16,305-96.4% | $2,969-80.4% |