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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $61,921 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 13-2808480 | Advisory (Plan) | $14,111 |
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 | $33,415 | $71,106-53.0% | $83,333-59.9% | $75,289-55.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 77.8%+22.2pp | 72.4%+27.6pp |
| Annual return | -1.40% | -0.56%-0.8pp | 10.63%-12.0pp | -0.04%-1.4pp |
| Employer contribution / active EE | $1,502 | $2,436-38.4% | $3,379-55.6% | $2,405-37.6% |
| Participant deferral / active EE | $4,061 | $6,249-35.0% | $5,565-27.0% | $3,739+8.6% |
| Admin fee / account holder | $35 | $72-51.3% | $7,510-99.5% | $102-65.5% |