See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $12,358 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,779 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $6,259 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,076 | $49,915-73.8% | $154,803-91.6% | $74,304-82.4% |
| Participation rate | 90.8% | 54.0%+36.8pp | 78.1%+12.7pp | 60.3%+30.4pp |
| Annual return | 18.45% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,351 | $1,611-16.1% | $4,305-68.6% | $2,241-39.7% |
| Participant deferral / active EE | $2,037 | $2,255-9.7% | $5,540-63.2% | $3,767-45.9% |
| Admin fee / account holder | $158 | $2,189-92.8% | $14,329-98.9% | $2,969-94.7% |