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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 |
|---|---|---|
Filed as: HORIZON WEALTH MANAGEMENT Service code 27 · EIN 35-2082640 | Advisory (Plan) | $21,064 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,958 |
ANEW 401K TPA LLC5 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 P.O. BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $2,875 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,725 | $82,978-46.1% | $129,995-65.6% | $71,457-37.4% |
| Participation rate | 48.0% | 74.1%-26.1pp | 78.5%-30.5pp | 67.9%-19.9pp |
| Annual return | 11.14% | 20.60%-9.5pp | -137.18%+148.3pp | 28.85%-17.7pp |
| Employer contribution / active EE | $901 | $2,622-65.6% | $4,320-79.1% | $2,588-65.2% |
| Participant deferral / active EE | $2,308 | $4,432-47.9% | $5,820-60.3% | $4,289-46.2% |
| Admin fee / account holder | $264 | $1,729-84.7% | $10,614-97.5% | $1,587-83.4% |