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 | $10,131 |
HICKS PENSION SERVICES2+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $3,254 |
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).
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 | $18,738 | $67,411-72.2% | $91,001-79.4% | $70,131-73.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.39% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,358 | $1,786+32.1% | $2,456-4.0% | $2,342+0.7% |
| Participant deferral / active EE | $2,597 | $2,823-8.0% | $3,547-26.8% | $3,332-22.0% |
| Admin fee / account holder | $137 | $4,236-96.8% | $5,417-97.5% | $4,645-97.1% |