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 | $23,433 |
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 | $24,458 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 81.9% | 69.2%+12.7pp | 81.9%0pp | 69.6%+12.3pp |
| Annual return | 10.48% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,221 | $3,256-31.8% | $5,011-55.7% | $2,471-10.1% |
| Participant deferral / active EE | $1,973 | $3,236-39.0% | $5,202-62.1% | $3,740-47.3% |
| Admin fee / account holder | $129 | $6,751-98.1% | $13,984-99.1% | $5,306-97.6% |