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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,043 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,500 |
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 | $72,073 | $58,512+23.2% | $84,015-14.2% | $72,985-1.2% |
| Participation rate | 81.0% | 61.2%+19.8pp | 69.0%+12.0pp | 69.5%+11.5pp |
| Annual return | 18.63% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,474 | $1,163+26.7% | $1,983-25.7% | $2,440-39.6% |
| Participant deferral / active EE | $5,546 | $2,394+131.7% | $3,239+71.3% | $3,607+53.7% |
| Admin fee / account holder | $35 | $4,569-99.2% | $6,101-99.4% | $5,124-99.3% |