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, INC2 years Service code 15 · EIN 91-0964302 | Recordkeeping | $2,967 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $973 |
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 | $42,979 | $61,214-29.8% | $83,333-48.4% | $56,287-23.6% |
| Participation rate | 93.5% | 72.6%+20.9pp | 77.8%+15.7pp | 69.9%+23.6pp |
| Annual return | -6.61% | 0.42%-7.0pp | 10.63%-17.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $3,350 | $1,925+74.0% | $3,379-0.9% | $2,111+58.7% |
| Participant deferral / active EE | $11,099 | $5,091+118.0% | $5,565+99.5% | $3,350+231.4% |
| Admin fee / account holder | $13 | $512-97.5% | $7,510-99.8% | $521-97.5% |