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 | $468,343 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $81,049 |
Filed as: MEISROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $17,974 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $17,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,607 | $47,634-14.8% | $90,404-55.1% | $90,288-55.0% |
| Participation rate | 38.7% | 67.5%-28.7pp | 72.7%-33.9pp | 73.4%-34.6pp |
| Annual return | 13.89% | 19.61%-5.7pp | 1293.02%-1279.1pp | 53.97%-40.1pp |
| Employer contribution / active EE | $694 | $1,749-60.3% | $3,262-78.7% | $2,524-72.5% |
| Participant deferral / active EE | $1,779 | $2,824-37.0% | $3,963-55.1% | $4,232-58.0% |
| Admin fee / account holder | $218 | $106+105.9% | $5,611-96.1% | $114+91.5% |