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: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $5,687 |
Service code 15 · EIN 81-1963142 | Recordkeeping | $2,400 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,316 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,170 | $63,114-58.5% | $92,893-71.8% | $65,185-59.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 22.32% | 28.75%-6.4pp | 109.41%-87.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,725 | $2,571+44.9% | $3,653+2.0% | $2,177+71.1% |
| Participant deferral / active EE | $2,709 | $3,108-12.8% | $4,236-36.1% | $3,514-22.9% |
| Admin fee / account holder | $62 | $624-90.0% | $5,794-98.9% | $847-92.7% |