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 INS COMPANY Service code 15 · EIN 39-0989781 11111 SAMTA MONICA BLVD · LOS ANGELES, CA 90025 | Recordkeeping | $16,265 |
Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $1,250 |
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 | $28,939 | $50,637-42.8% | $86,590-66.6% | $62,292-53.5% |
| Participation rate | 75.8% | 67.9%+7.9pp | 73.5%+2.2pp | 69.5%+6.3pp |
| Annual return | 20.94% | 20.80%+0.1pp | 964.84%-943.9pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,271 | $2,075-38.8% | $2,839-55.3% | $2,042-37.8% |
| Participant deferral / active EE | $4,149 | $2,611+58.9% | $3,609+15.0% | $3,169+30.9% |
| Admin fee / account holder | $96 | $413-76.7% | $4,906-98.0% | $479-79.9% |