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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,813 |
COULTER & JUSTUS2+ years Service code 10 · EIN 62-1532536 | Accounting | $2,974 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,596 | $77,424-74.7% | $69,182-71.7% | - |
| Participation rate | 6.8% | 26.2%-19.4pp | 55.1%-48.3pp | - |
| Annual return | 4.01% | -2.04%+6.1pp | -21.93%+25.9pp | - |
| Employer contribution / active EE | $0 | $421-100.0% | $1,206-100.0% | - |
| Participant deferral / active EE | $262 | $779-66.4% | $1,897-86.2% | - |
| Admin fee / account holder | $293 | $1,729-83.0% | $2,697-89.1% | - |