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: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $463 |
LPL FINANCIAL3 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Service code 15 · EIN 14-1836262 | Recordkeeping | $0 |
Employer contribution per participant 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 | $17,347 | $53,596-67.6% | $90,645-80.9% | $64,186-73.0% |
| Participation rate | 98.1% | 64.5%+33.6pp | 74.0%+24.1pp | 69.6%+28.5pp |
| Annual return | -5.24% | 4.41%-9.7pp | 1.88%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,203 | $2,459+30.3% | $3,425-6.5% | $3,470-7.7% |
| Admin fee / account holder | $3 | $3,868-99.9% | $4,994-99.9% | $4,888-99.9% |