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 6-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,332 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $4,821 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $3,169 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,107 |
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 | $26,767 | $52,293-48.8% | $178,490-85.0% | $73,409-63.5% |
| Participation rate | 42.6% | 65.3%-22.7pp | 81.9%-39.3pp | 72.2%-29.6pp |
| Annual return | 17.28% | 34.75%-17.5pp | 151.07%-133.8pp | 59.29%-42.0pp |
| Employer contribution / active EE | $567 | $1,735-67.3% | $5,011-88.7% | $2,234-74.6% |
| Participant deferral / active EE | $841 | $2,332-63.9% | $5,202-83.8% | $3,805-77.9% |
| Admin fee / account holder | $82 | $127-35.7% | $13,984-99.4% | $158-48.1% |