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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,961 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 15 · EIN 54-1202236 | Recordkeeping | $1,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,721 | $84,233-92.0% | $170,442-96.1% | $70,131-90.4% |
| Participation rate | 92.4% | 70.8%+21.6pp | 83.6%+8.8pp | 69.5%+22.9pp |
| Annual return | 14.44% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $447 | $3,387-86.8% | $5,433-91.8% | $2,342-80.9% |
| Participant deferral / active EE | $1,444 | $3,086-53.2% | $4,939-70.8% | $3,332-56.7% |
| Admin fee / account holder | $48 | $5,698-99.2% | $13,880-99.7% | $4,645-99.0% |