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 7-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $44,206 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $6,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,515 | $70,908-55.6% | $98,907-68.1% | $73,488-57.1% |
| Participation rate | 82.2% | 73.8%+8.5pp | 76.0%+6.2pp | 70.7%+11.6pp |
| Annual return | 18.59% | 34.17%-15.6pp | 196.43%-177.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $489 | $2,036-76.0% | $2,689-81.8% | $2,270-78.5% |
| Participant deferral / active EE | $2,982 | $3,500-14.8% | $4,244-29.7% | $3,740-20.3% |
| Admin fee / account holder | $355 | $535-33.7% | $6,642-94.7% | $513-30.8% |