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 | $27,927 |
AVINTUS4+ years Filed as: AVINTUS LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $1,905 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $447 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,658 | $83,477-32.1% | $125,175-54.7% | $72,985-22.4% |
| Participation rate | 79.8% | 73.3%+6.5pp | 79.8%0pp | 69.5%+10.3pp |
| Annual return | 15.45% | 25.78%-10.3pp | 43.79%-28.3pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,235 | $3,585-37.7% | $4,937-54.7% | $3,607-38.0% |
| Admin fee / account holder | $76 | $5,517-98.6% | $9,702-99.2% | $5,124-98.5% |