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 | $5,439 |
Filed as: TAX SHELTERED COMPENSATION Service code 15 · EIN 41-0955056 | Recordkeeping | $625 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,314 | $73,638-37.1% | $95,952-51.7% | $73,488-37.0% |
| Participation rate | 37.7% | 76.2%-38.4pp | 77.1%-39.4pp | 70.7%-33.0pp |
| Annual return | 2.45% | 16.78%-14.3pp | 91.61%-89.2pp | 28.51%-26.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,130 | $3,617-68.8% | $4,167-72.9% | $3,740-69.8% |
| Admin fee / account holder | $106 | $482-78.0% | $6,795-98.4% | $513-79.3% |