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 | Investment management; Shareholder se... | $197,982 |
KIDDER BENEFITS3 years Filed as: KIDDER ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $75,000 |
WARNER FINANCIAL, INC.6 years Service code 27 · EIN 20-2676231 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $129,479 | $110,299+17.4% | $102,423+26.4% | $199,593-35.1% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 16.41% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $8,192 | $3,603+127.4% | $3,023+171.0% | $3,034+170.0% |
| Participant deferral / active EE | $11,828 | $6,376+85.5% | $5,053+134.1% | $5,087+132.5% |
| Admin fee / account holder | $252 | $122+106.1% | $9,451-97.3% | $269-6.3% |