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 | $10,338 |
THE BENEFIT PRACTICE4+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $2,845 |
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 | $34,770 | $58,083-40.1% | $80,019-56.5% | $56,287-38.2% |
| Participation rate | 75.5% | 73.6%+1.9pp | 75.8%-0.3pp | 69.9%+5.6pp |
| Annual return | -2.57% | 34.61%-37.2pp | 11.22%-13.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,489 | $3,135-20.6% | $3,686-32.5% | $3,350-25.7% |
| Admin fee / account holder | $87 | $623-86.1% | $6,521-98.7% | $521-83.4% |