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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 |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC5+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $15,460 |
BESTEN & DIERUF PLLC1 year Filed as: BESTEN & DIERUF, PLLC Service code 10 · EIN 45-3078812 | Accounting | $5,250 |
Filed as: MESIROW FINANCIAL, INC. Service code 15 · EIN 36-3194849 | Recordkeeping | $1,018 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $160 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,154 | $86,332-59.3% | $125,175-71.9% | $65,185-46.1% |
| Participation rate | 98.9% | 75.3%+23.6pp | 79.8%+19.1pp | 70.2%+28.7pp |
| Annual return | 18.13% | 27.43%-9.3pp | 43.79%-25.7pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,158 | $2,040+5.8% | $3,865-44.2% | $2,177-0.8% |
| Participant deferral / active EE | $3,268 | $3,537-7.6% | $4,937-33.8% | $3,514-7.0% |
| Admin fee / account holder | $96 | $609-84.2% | $9,702-99.0% | $847-88.7% |