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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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.4+ years Filed as: RETIREMENT STRATEGIES Service code 17 · EIN 58-2380163 | Pension Consulting | $2,760 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,702 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $1,251 |
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 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 | $30,881 | $28,109+9.9% | $71,086-56.6% | $56,287-45.1% |
| Participation rate | 43.4% | 40.4%+3.0pp | 54.7%-11.2pp | 69.9%-26.4pp |
| Annual return | -6.93% | -615.05%+608.1pp | 650.59%-657.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $454 | $558-18.7% | $1,088-58.3% | $2,111-78.5% |
| Participant deferral / active EE | $1,056 | $1,116-5.4% | $1,874-43.7% | $3,350-68.5% |
| Admin fee / account holder | $63 | $585-89.2% | $3,082-98.0% | $521-87.9% |