See peer percentile detail with Solo.
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.
See the 4-year trajectory with Solo.
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,677 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,974 |
DWC - THE 401(K) EXPERTS1 year Service code 15 · EIN 26-2091417 | Recordkeeping | $340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,028 | $44,960-53.2% | $84,966-75.3% | $74,495-71.8% |
| Participation rate | 99.2% | 49.4%+49.8pp | 67.5%+31.7pp | 67.2%+32.0pp |
| Annual return | 26.29% | 26.24%0pp | 66.38%-40.1pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $3,387 | $1,457+132.4% | $2,727+24.2% | $2,623+29.1% |
| Participant deferral / active EE | $4,800 | $2,731+75.8% | $4,519+6.2% | $4,346+10.5% |
| Admin fee / account holder | $196 | $2,209-91.1% | $6,149-96.8% | $1,942-89.9% |