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 39-0989751 | Recordkeeping | $38,610 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 | Advisory (Plan) | $633 |
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 | $73,344 | $70,667+3.8% | $123,104-40.4% | $52,331+40.2% |
| Participation rate | 96.6% | 83.7%+12.9pp | 86.8%+9.8pp | 68.1%+28.5pp |
| Annual return | 2.63% | 6.23%-3.6pp | 13.22%-10.6pp | 4.54%-1.9pp |
| Employer contribution / active EE | $3,102 | $2,946+5.3% | $5,151-39.8% | $1,882+64.8% |
| Participant deferral / active EE | $6,038 | $4,493+34.4% | $6,230-3.1% | $3,022+99.8% |
| Admin fee / account holder | $148 | $506-70.8% | $9,015-98.4% | $592-75.0% |