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 |
|---|---|---|
R. P. MILLS ASSOCIATES, INC.3+ years Service code 15 · EIN 23-1706388 | Recordkeeping | $2,500 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,888 | $55,449-28.1% | $83,848-52.4% | $56,287-29.1% |
| Participation rate | 35.1% | 68.0%-32.9pp | 76.1%-41.0pp | 69.9%-34.7pp |
| Annual return | 26.07% | -1.38%+27.4pp | 850.88%-824.8pp | -9.96%+36.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,832 | $2,935-37.6% | $4,082-55.1% | $3,350-45.3% |
| Admin fee / account holder | $2 | $656-99.7% | $5,478-100.0% | $521-99.6% |