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 13-3689044 | Recordkeeping | $41,496 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 | Recordkeeping | $30,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,386 | $40,174-24.4% | $84,015-63.8% | $67,579-55.0% |
| Participation rate | 3.5% | 62.7%-59.2pp | 69.0%-65.5pp | 71.3%-67.8pp |
| Annual return | 19.42% | 25.82%-6.4pp | 71.31%-51.9pp | 378.56%-359.1pp |
| Employer contribution / active EE | $333 | $808-58.8% | $1,983-83.2% | $2,148-84.5% |
| Participant deferral / active EE | $2,450 | $2,301+6.5% | $3,239-24.4% | $3,539-30.8% |
| Admin fee / account holder | $81 | $128-36.6% | $6,101-98.7% | $142-42.8% |