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.
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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 | $15,190 |
MIDWEST ATC SERVICE INC1 year Filed as: MIDWEST AIR TRAFFIC CONTROL SERVICE Service code 35 · EIN 48-0872931 | Employee (plan sponsor); Direct payme... | $12,180 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $10,556 |
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 | $68,406 | $51,288+33.4% | $81,983-16.6% | $73,409-6.8% |
| Participation rate | 92.9% | 64.0%+29.0pp | 69.2%+23.7pp | 72.2%+20.8pp |
| Annual return | 19.11% | 29.48%-10.4pp | 41.31%-22.2pp | 59.29%-40.2pp |
| Employer contribution / active EE | $5,967 | $1,487+301.3% | $2,498+138.9% | $2,234+167.1% |
| Participant deferral / active EE | $3,384 | $2,715+24.6% | $3,722-9.1% | $3,805-11.1% |
| Admin fee / account holder | $41 | $125-67.5% | $5,664-99.3% | $158-74.2% |