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 |
|---|---|---|
G. RUSSELL KNOBEL & ASSOCIATES, INC1 year Service code 15 · EIN 91-0964302 | Recordkeeping | $4,810 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,240 |
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 | $46,695 | $59,535-21.6% | $90,160-48.2% | $62,292-25.0% |
| Participation rate | 93.4% | 73.0%+20.4pp | 76.9%+16.5pp | 69.5%+23.9pp |
| Annual return | 21.11% | 23.53%-2.4pp | 34.88%-13.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $7,002 | $1,826+283.6% | $3,318+111.0% | $2,042+242.9% |
| Participant deferral / active EE | $13,308 | $4,639+186.9% | $5,288+151.7% | $3,169+319.9% |
| Admin fee / account holder | $21 | $337-93.8% | $5,943-99.6% | $479-95.6% |