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 LIFE INS COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,908 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 15 · EIN 23-2942715 | Recordkeeping | $1,750 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,439 | $80,753-57.4% | $136,294-74.7% | $62,292-44.7% |
| Participation rate | 40.8% | 73.5%-32.7pp | 81.9%-41.1pp | 69.5%-28.7pp |
| Annual return | 27.96% | 35.83%-7.9pp | 5155.94%-5128.0pp | 28.90%-0.9pp |
| Employer contribution / active EE | $732 | $2,884-74.6% | $4,695-84.4% | $2,042-64.1% |
| Participant deferral / active EE | $2,001 | $5,164-61.2% | $6,247-68.0% | $3,169-36.8% |
| Admin fee / account holder | $55 | $525-89.6% | $9,243-99.4% | $479-88.6% |