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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,372 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $2,200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,935 | $50,898-37.3% | $171,082-81.3% | $55,167-42.1% |
| Participation rate | 83.2% | 63.3%+19.9pp | 76.7%+6.5pp | 69.0%+14.2pp |
| Annual return | 7.06% | 15.34%-8.3pp | 32.56%-25.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $522 | $1,433-63.6% | $4,002-87.0% | $1,963-73.4% |
| Participant deferral / active EE | $3,879 | $2,994+29.5% | $4,797-19.2% | $3,054+27.0% |
| Admin fee / account holder | $56 | $500-88.7% | $8,520-99.3% | $504-88.8% |