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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.
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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) | $23,122 |
Filed as: BLUE AND COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $20,584 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,362 |
ANEW 401K TPA LLC6 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 P.O. BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $3,321 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $36,321 | $88,083-58.8% | $164,813-78.0% | $74,495-51.2% |
| Participation rate | 57.0% | 73.0%-16.0pp | 78.6%-21.6pp | 67.2%-10.2pp |
| Annual return | 8.23% | 17.26%-9.0pp | 69.93%-61.7pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $929 | $2,593-64.2% | $4,341-78.6% | $2,623-64.6% |
| Participant deferral / active EE | $2,284 | $4,498-49.2% | $6,031-62.1% | $4,346-47.4% |
| Admin fee / account holder | $347 | $2,234-84.5% | $12,690-97.3% | $1,942-82.1% |