See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $13,435 |
ARGI INVESTMENT SERVICES LLC3 years Filed as: ARGI INVESTMENT SERVICES INC Service code 27 · EIN 27-1003080 | Advisory (Plan) | $10,667 |
ANEW 401K TPA LLC3 years Filed as: ANEW 401(K) TPA LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $2,343 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,462 | $47,977-78.2% | $154,107-93.2% | $56,287-81.4% |
| Participation rate | 70.2% | 66.2%+4.0pp | 83.0%-12.8pp | 69.9%+0.4pp |
| Annual return | -8.86% | 3.54%-12.4pp | 735.12%-744.0pp | -9.96%+1.1pp |
| Employer contribution / active EE | $544 | $2,169-74.9% | $5,298-89.7% | $2,111-74.2% |
| Participant deferral / active EE | $921 | $2,392-61.5% | $5,081-81.9% | $3,350-72.5% |
| Admin fee / account holder | $134 | $438-69.4% | $13,411-99.0% | $521-74.2% |