Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUND FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 22-3436692 | Advisory (Plan) | $49,518 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $25,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,430 | $40,522+34.3% | $84,628-35.7% | $67,579-19.5% |
| Participation rate | 42.9% | 51.1%-8.2pp | 68.2%-25.3pp | 71.3%-28.4pp |
| Annual return | 2.27% | 32.72%-30.5pp | 258.80%-256.5pp | 378.56%-376.3pp |
| Employer contribution / active EE | $772 | $1,146-32.6% | $2,653-70.9% | $2,148-64.0% |
| Participant deferral / active EE | $2,904 | $2,132+36.2% | $3,900-25.5% | $3,539-18.0% |
| Admin fee / account holder | $303 | $145+108.6% | $4,914-93.8% | $142+113.0% |