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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.
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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 | $14,440 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,872 | $38,925-33.5% | $73,843-65.0% | $55,191-53.1% |
| Participation rate | 51.3% | 66.0%-14.7pp | 73.4%-22.1pp | 69.2%-17.8pp |
| Annual return | 5.78% | 6.31%-0.5pp | 2267.84%-2262.1pp | 10.78%-5.0pp |
| Employer contribution / active EE | $715 | $1,695-57.8% | $2,787-74.3% | $1,899-62.3% |
| Participant deferral / active EE | $3,299 | $2,351+40.3% | $3,583-7.9% | $3,046+8.3% |
| Admin fee / account holder | $72 | $83-12.8% | $4,880-98.5% | $91-20.4% |