See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $47,859 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 22 · EIN 03-0491379 | Insurance Broker | $1,325 |
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).
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 | $32,609 | $136,307-76.1% | $177,821-81.7% | $73,488-55.6% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.7%+4.9pp | 70.7%+21.9pp |
| Annual return | 18.21% | 18.68%-0.5pp | 48.32%-30.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $3,527 | $3,712-5.0% | $5,918-40.4% | $2,270+55.4% |
| Participant deferral / active EE | $4,133 | $5,829-29.1% | $7,714-46.4% | $3,740+10.5% |
| Admin fee / account holder | $169 | $596-71.7% | $12,427-98.6% | $513-67.2% |