See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,290 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $20,073 | $63,745-68.5% | $98,442-79.6% | $79,386-74.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 8.75% | 625.80%-617.1pp | 1492.73%-1484.0pp | 116.85%-108.1pp |
| Employer contribution / active EE | $3,173 | $2,557+24.1% | $2,960+7.2% | $2,427+30.7% |
| Participant deferral / active EE | $2,503 | $3,303-24.2% | $4,276-41.5% | $4,046-38.1% |
| Admin fee / account holder | $130 | $516-74.8% | $5,949-97.8% | $626-79.2% |