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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,690 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,451 | $62,928-73.9% | $172,739-90.5% | $67,579-75.7% |
| Participation rate | 85.8% | 64.5%+21.4pp | 82.6%+3.2pp | 71.3%+14.6pp |
| Annual return | 4.30% | 30.36%-26.1pp | 802.84%-798.5pp | 378.56%-374.3pp |
| Employer contribution / active EE | $382 | $1,636-76.6% | $5,143-92.6% | $2,148-82.2% |
| Participant deferral / active EE | $1,173 | $2,145-45.3% | $5,198-77.4% | $3,539-66.9% |
| Admin fee / account holder | $6 | $167-96.4% | $13,954-100.0% | $142-95.8% |