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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $63,207 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,962 |
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS LLC Service code 10 · EIN 58-0692043 | Accounting | $34,060 |
Filed as: ARES RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 88-3547908 | Recordkeeping | $19,805 |
Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,148 | $62,624-67.8% | $177,989-88.7% | $77,643-74.0% |
| Participation rate | 85.6% | 66.8%+18.8pp | 77.1%+8.5pp | 70.6%+15.0pp |
| Annual return | 13.26% | 16.16%-2.9pp | 294.48%-281.2pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,110 | $1,909-41.9% | $3,949-71.9% | $2,726-59.3% |
| Participant deferral / active EE | $2,758 | $4,219-34.6% | $6,276-56.1% | $4,647-40.7% |
| Admin fee / account holder | $130 | $386-66.4% | $10,363-98.7% | $430-69.9% |