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 6-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $29,715 |
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $23,960 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 | Accounting | $8,025 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $7,475 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $2,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,940 | $63,745-26.4% | $98,442-52.3% | $79,386-40.9% |
| Participation rate | 60.0% | 69.9%-9.9pp | 73.3%-13.3pp | 70.7%-10.7pp |
| Annual return | 15.17% | 625.80%-610.6pp | 1492.73%-1477.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,859 | $2,557-27.3% | $2,960-37.2% | $2,427-23.4% |
| Participant deferral / active EE | $4,847 | $3,303+46.7% | $4,276+13.3% | $4,046+19.8% |
| Admin fee / account holder | $409 | $516-20.7% | $5,949-93.1% | $626-34.8% |