Filed September 14, 2023
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: ALEXANDER ARONSON FINNING & CO Service code 10 · EIN 04-2571780 | Accounting | $13,880 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,604 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,266 | $47,977-86.9% | $154,107-95.9% | $56,287-88.9% |
| Participation rate | 80.6% | 66.2%+14.4pp | 83.0%-2.5pp | 69.9%+10.7pp |
| Annual return | -5.27% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $669 | $2,169-69.1% | $5,298-87.4% | $2,111-68.3% |
| Participant deferral / active EE | $690 | $2,392-71.1% | $5,081-86.4% | $3,350-79.4% |
| Admin fee / account holder | $137 | $438-68.8% | $13,411-99.0% | $521-73.7% |