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 | $33,490 |
STALKER & ASSOCIATES, INC.4 years Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $1,500 |
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 | $38,377 | $52,670-27.1% | $90,404-57.5% | $73,409-47.7% |
| Participation rate | 89.3% | 67.7%+21.7pp | 72.7%+16.6pp | 72.2%+17.2pp |
| Annual return | 20.10% | 20.70%-0.6pp | 1293.02%-1272.9pp | 59.29%-39.2pp |
| Employer contribution / active EE | $2,120 | $1,872+13.3% | $3,262-35.0% | $2,234-5.1% |
| Participant deferral / active EE | $4,968 | $2,807+77.0% | $3,963+25.4% | $3,805+30.6% |
| Admin fee / account holder | $112 | $117-4.0% | $5,611-98.0% | $158-29.0% |