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 | $18,446 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $0 |
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).
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 | $22,014 | $85,202-74.2% | $172,739-87.3% | $72,985-69.8% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 17.04% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,152 | $3,324-35.3% | $5,143-58.2% | $2,440-11.8% |
| Participant deferral / active EE | $1,697 | $3,260-48.0% | $5,198-67.4% | $3,607-53.0% |
| Admin fee / account holder | $157 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |