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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $900,775 |
PROSERVICE HAWAII8+ years Service code 21 · EIN 61-1582294 | Bank Trustee | $267,837 |
HICKS PENSION SERVICES8+ years Service code 15 · EIN 99-0178392 | Recordkeeping | $113,223 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $44,198 |
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 | $26,902 | $35,293-23.8% | $77,024-65.1% | $89,394-69.9% |
| Participation rate | 45.6% | 31.3%+14.3pp | 67.9%-22.3pp | 71.3%-25.7pp |
| Annual return | -11.99% | -5.92%-6.1pp | 42.32%-54.3pp | -11.89%-0.1pp |
| Employer contribution / active EE | $1,065 | $695+53.3% | $2,812-62.1% | $3,022-64.7% |
| Participant deferral / active EE | $2,328 | $1,764+31.9% | $4,426-47.4% | $5,123-54.6% |
| Admin fee / account holder | $153 | $105+46.1% | $5,425-97.2% | $79+93.2% |