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 |
|---|---|---|
KENNETH RYAN2 years Filed as: THE KENNETH D. ANDERSON COMPANY INC Service code 15 · EIN 22-3693983 | Recordkeeping | $5,206 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 22 · EIN 36-6071399 | Insurance Broker | $3,789 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $37,294 | $54,573-31.7% | $90,951-59.0% | $73,488-49.3% |
| Participation rate | 41.2% | 61.2%-20.0pp | 69.0%-27.8pp | 70.7%-29.5pp |
| Annual return | 2.85% | 16.69%-13.8pp | 134.60%-131.8pp | 28.51%-25.7pp |
| Employer contribution / active EE | $380 | $991-61.6% | $2,122-82.1% | $2,270-83.3% |
| Participant deferral / active EE | $2,723 | $2,517+8.2% | $3,373-19.3% | $3,740-27.2% |
| Admin fee / account holder | $139 | $521-73.3% | $5,959-97.7% | $513-72.9% |