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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.
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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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $41,987 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $19,750 |
Service code 15 · EIN 45-4208939 | Recordkeeping | $4,226 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $3,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,260 | $71,516-29.7% | $98,439-48.9% | $71,457-29.7% |
| Participation rate | 64.8% | 72.7%-7.9pp | 75.2%-10.4pp | 67.9%-3.2pp |
| Annual return | 14.21% | 32.41%-18.2pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $393 | $2,399-83.6% | $3,048-87.1% | $2,588-84.8% |
| Participant deferral / active EE | $3,548 | $4,109-13.6% | $4,738-25.1% | $4,289-17.3% |
| Admin fee / account holder | $321 | $1,675-80.8% | $8,948-96.4% | $1,587-79.7% |