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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.
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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 |
|---|---|---|
CIUNI & PANICHI, INC.1 year Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $19,750 |
Filed as: TRANSAMERICA FIN LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,210 |
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 | $38,776 | $80,753-52.0% | $136,294-71.5% | $62,292-37.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.26% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,612 | $2,884-9.4% | $4,695-44.4% | $2,042+27.9% |
| Participant deferral / active EE | $6,224 | $5,164+20.5% | $6,247-0.4% | $3,169+96.4% |
| Admin fee / account holder | $81 | $525-84.6% | $9,243-99.1% | $479-83.1% |