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 | $560,047 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $83,989 |
Service code 27 · EIN 27-3188744 | Advisory (Plan) | $78,401 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $22,008 |
MOGUL INSURANCE AGENCY1 year Service code 99 · EIN 81-5191394 | Other Fees | $10,000 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON & COMPANY, LLP Service code 10 · EIN 14-1918990 | Accounting | $10,000 |
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 | $44,575 | $101,517-56.1% | $98,442-54.7% | $101,517-56.1% |
| Participation rate | 31.4% | 74.6%-43.2pp | 73.3%-41.9pp | 74.6%-43.2pp |
| Annual return | 13.43% | 21.00%-7.6pp | 1492.73%-1479.3pp | 21.00%-7.6pp |
| Employer contribution / active EE | $585 | $2,973-80.3% | $2,960-80.2% | $2,973-80.3% |
| Participant deferral / active EE | $1,622 | $4,873-66.7% | $4,276-62.1% | $4,873-66.7% |
| Admin fee / account holder | $277 | $139+98.7% | $5,949-95.3% | $139+98.7% |