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 10-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: FUTURE PLANNING ASSOCIATES INC Service code 15 · EIN 03-0271340 | Recordkeeping | $2,275 |
Filed as: TRANSAMERICA FINANICIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $640 |
Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,140 | $55,453-18.6% | $170,442-73.5% | $62,292-27.5% |
| Participation rate | 80.2% | 66.4%+13.8pp | 83.6%-3.4pp | 69.5%+10.7pp |
| Annual return | 22.67% | 21.38%+1.3pp | 205.93%-183.3pp | 28.90%-6.2pp |
| Employer contribution / active EE | $1,971 | $2,164-8.9% | $5,433-63.7% | $2,042-3.5% |
| Participant deferral / active EE | $4,232 | $2,303+83.8% | $4,939-14.3% | $3,169+33.5% |
| Admin fee / account holder | $25 | $455-94.4% | $13,880-99.8% | $479-94.7% |