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 |
|---|---|---|
KUSHNER & COMPANY, INC.4+ years Service code 15 · EIN 38-2444337 | Recordkeeping | $1,850 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $360 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,417 | $48,576-72.4% | $169,463-92.1% | $56,287-76.2% |
| Participation rate | 76.2% | 65.8%+10.3pp | 77.8%-1.6pp | 69.9%+6.3pp |
| Annual return | -4.44% | -2.51%-1.9pp | 1.83%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $666 | $1,559-57.3% | $4,159-84.0% | $2,111-68.5% |
| Participant deferral / active EE | $994 | $3,275-69.6% | $5,277-81.2% | $3,350-70.3% |
| Admin fee / account holder | $8 | $435-98.2% | $9,109-99.9% | $521-98.5% |