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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $44,556 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD BROTHERS FINANCIAL ADVISORS Service code 16 · EIN 01-0510740 | Consulting | $33,028 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,419 | $92,055-53.9% | $106,213-60.1% | $77,643-45.4% |
| Participation rate | 91.7% | 81.0%+10.7pp | 75.3%+16.4pp | 70.6%+21.1pp |
| Annual return | 13.14% | 17.91%-4.8pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $970 | $3,367-71.2% | $3,171-69.4% | $2,726-64.4% |
| Participant deferral / active EE | $2,709 | $5,386-49.7% | $5,016-46.0% | $4,647-41.7% |
| Admin fee / account holder | $226 | $219+3.0% | $11,033-98.0% | $430-47.6% |