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 10-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $11,978 |
Filed as: MICHAEL SILVER AND COMPANY Service code 10 · EIN 81-4417884 | Accounting | $4,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,583 | $59,263+9.0% | $96,562-33.1% | $79,386-18.6% |
| Participation rate | 33.7% | 61.9%-28.2pp | 69.8%-36.2pp | 70.7%-37.0pp |
| Annual return | 13.37% | 27.07%-13.7pp | 37.78%-24.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,857 | $2,948-37.0% | $3,849-51.8% | $4,046-54.1% |
| Admin fee / account holder | $235 | $658-64.2% | $6,181-96.2% | $626-62.4% |