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 6-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 | $18,992 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $8,927 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $2,175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,578 | $52,293-79.8% | $178,490-94.1% | $73,409-85.6% |
| Participation rate | 77.0% | 65.3%+11.7pp | 81.9%-4.9pp | 72.2%+4.8pp |
| Annual return | 28.49% | 34.75%-6.3pp | 151.07%-122.6pp | 59.29%-30.8pp |
| Employer contribution / active EE | $833 | $1,735-52.0% | $5,011-83.4% | $2,234-62.7% |
| Participant deferral / active EE | $2,685 | $2,332+15.1% | $5,202-48.4% | $3,805-29.5% |
| Admin fee / account holder | $67 | $127-47.7% | $13,984-99.5% | $158-57.8% |