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 | $32,128 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,244 |
AVINTUS3+ years Filed as: AVINTUS LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,171 | $72,404-25.2% | $110,238-50.9% | $64,186-15.6% |
| Participation rate | 74.4% | 73.3%+1.1pp | 79.8%-5.4pp | 69.6%+4.9pp |
| Annual return | -3.55% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,083 | $3,469-40.0% | $4,672-55.4% | $3,470-40.0% |
| Admin fee / account holder | $358 | $5,664-93.7% | $8,547-95.8% | $4,888-92.7% |