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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $30,707 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $13,103 |
Filed as: AMI BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 34-1781113 | Contract Administrator | $12,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,717 | $63,442-9.0% | $68,791-16.1% | $66,914-13.7% |
| Participation rate | 54.6% | 60.0%-5.4pp | 69.0%-14.4pp | 69.8%-15.2pp |
| Annual return | -13.59% | -8.29%-5.3pp | -6.38%-7.2pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,750 | $1,775-1.4% | $2,655-34.1% | $2,544-31.2% |
| Participant deferral / active EE | $2,123 | $2,945-27.9% | $3,941-46.1% | $4,237-49.9% |
| Admin fee / account holder | $498 | $577-13.7% | $4,932-89.9% | $593-16.0% |