See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL PENSION ANALYSTS, INC.2+ years Service code 15 · EIN 16-1316349 | Recordkeeping | $1,754 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,678 | $42,582-25.6% | $171,082-81.5% | $57,658-45.1% |
| Participation rate | 50.1% | 63.9%-13.8pp | 76.7%-26.6pp | 70.2%-20.1pp |
| Annual return | 10.97% | 308.67%-297.7pp | 32.56%-21.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,835 | $2,933-37.4% | $4,797-61.8% | $3,061-40.0% |
| Admin fee / account holder | $2 | $82-97.6% | $8,520-100.0% | $95-97.9% |