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 6-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, Service code 15 · EIN 13-3689044 | Recordkeeping | $29,694 |
Service code 27 · EIN 46-3906738 | Advisory (Plan) | $24,196 |
PENTEGRA SERVICES, INC.1 year Filed as: APS MANAGEMENT GROUP INC Service code 27 · EIN 46-5571756 | Advisory (Plan) | $18,242 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $8,841 |
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $6,455 |
WINDES, INC.1 year Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $4,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,066 | $59,097+38.9% | $82,389-0.4% | $74,304+10.4% |
| Participation rate | 81.9% | 52.8%+29.1pp | 69.5%+12.3pp | 60.3%+21.5pp |
| Annual return | 11.88% | 22.85%-11.0pp | 28.67%-16.8pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,703 | $1,601+6.4% | $2,517-32.3% | $2,241-24.0% |
| Participant deferral / active EE | $4,639 | $2,775+67.1% | $4,155+11.7% | $3,767+23.1% |
| Admin fee / account holder | $380 | $4,489-91.5% | $7,231-94.8% | $2,969-87.2% |