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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 |
|---|---|---|
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $7,798 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,476 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,853 | $69,362+33.9% | $101,248-8.3% | $73,488+26.4% |
| Participation rate | 50.6% | 68.4%-17.8pp | 75.8%-25.2pp | 70.7%-20.1pp |
| Annual return | 16.29% | 18.46%-2.2pp | 46.47%-30.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,943 | $2,628-26.1% | $3,660-46.9% | $2,270-14.4% |
| Participant deferral / active EE | $3,142 | $3,300-4.8% | $4,370-28.1% | $3,740-16.0% |
| Admin fee / account holder | $153 | $704-78.2% | $5,945-97.4% | $513-70.1% |