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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $151,000 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $50,098 |
360 PAYROLL INTEGRATION CORP2 years Filed as: 360 PAYROLL INTEGRATION, CORP Service code 17 · EIN 83-3880266 | Pension Consulting | $10,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,885 | $40,278+11.4% | $80,569-44.3% | $80,160-44.0% |
| Participation rate | 28.3% | 47.5%-19.2pp | 67.0%-38.7pp | 72.9%-44.6pp |
| Annual return | 15.87% | 50.86%-35.0pp | 935.43%-919.6pp | 40.38%-24.5pp |
| Employer contribution / active EE | $487 | $1,332-63.4% | $2,723-82.1% | $2,978-83.6% |
| Participant deferral / active EE | $1,741 | $2,696-35.4% | $4,447-60.9% | $5,017-65.3% |
| Admin fee / account holder | $237 | $210+12.5% | $5,377-95.6% | $145+63.3% |