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 7-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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,809 |
THE RYDING COMPANY1 year Service code 15 · EIN 95-3497679 | Recordkeeping | $1,200 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,640 | $52,279-68.2% | $89,391-81.4% | $79,858-79.2% |
| Participation rate | 87.1% | 57.5%+29.6pp | 68.0%+19.1pp | 69.6%+17.5pp |
| Annual return | 81.91% | 22.16%+59.8pp | 245.62%-163.7pp | 31.71%+50.2pp |
| Employer contribution / active EE | $1,665 | $1,572+6.0% | $2,586-35.6% | $2,471-32.6% |
| Participant deferral / active EE | $3,085 | $2,740+12.6% | $3,890-20.7% | $3,740-17.5% |
| Admin fee / account holder | $91 | $3,356-97.3% | $4,881-98.1% | $5,306-98.3% |