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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,388 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $660 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $298 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,014 | $66,124-65.2% | $90,404-74.5% | $73,488-68.7% |
| Participation rate | 90.3% | 69.7%+20.6pp | 72.7%+17.6pp | 70.7%+19.6pp |
| Annual return | 18.50% | 17.65%+0.8pp | 1293.02%-1274.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,484 | $2,346-36.7% | $3,262-54.5% | $2,270-34.6% |
| Participant deferral / active EE | $1,406 | $3,039-53.7% | $3,963-64.5% | $3,740-62.4% |
| Admin fee / account holder | $72 | $396-81.8% | $5,611-98.7% | $513-85.9% |