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 | $592,402 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $104,770 |
SOLTIS INVESTMENT ADVISORS3 years Service code 27 · EIN 27-3188744 | Advisory (Plan) | $88,176 |
TEMPLETON & COMPANY LLP3 years Filed as: TEMPLETON & COMPANY, LLP Service code 10 · EIN 14-1918990 | Accounting | $26,000 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $22,044 |
MOGUL INSURANCE AGENCY3 years Service code 99 · EIN 81-5191394 | Other Fees | $6,299 |
TEXO ABC AGC INC1 year Service code 35 · EIN 32-0274112 | Employee (plan sponsor) | $6,237 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 10 · EIN 47-2079321 | Accounting | $2,520 |
PECOS CONSTRUCTION LLC1 year Service code 35 · EIN 45-0494866 | Employee (plan sponsor) | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,590 | $96,393-58.9% | $86,612-54.3% | $96,393-58.9% |
| Participation rate | 20.4% | 71.3%-50.9pp | 71.7%-51.3pp | 71.3%-50.9pp |
| Annual return | 15.10% | 22.88%-7.8pp | 591.07%-576.0pp | 22.88%-7.8pp |
| Employer contribution / active EE | $423 | $3,238-86.9% | $3,022-86.0% | $3,238-86.9% |
| Participant deferral / active EE | $1,079 | $5,455-80.2% | $4,438-75.7% | $5,455-80.2% |
| Admin fee / account holder | $258 | $74+248.7% | $5,614-95.4% | $74+248.7% |