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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,634 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $49,134 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $4,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,170 | $52,293+15.1% | $178,490-66.3% | $73,409-18.0% |
| Participation rate | 45.2% | 65.3%-20.1pp | 81.9%-36.7pp | 72.2%-27.0pp |
| Annual return | 26.41% | 34.75%-8.3pp | 151.07%-124.7pp | 59.29%-32.9pp |
| Employer contribution / active EE | $1,967 | $1,735+13.3% | $5,011-60.7% | $2,234-11.9% |
| Participant deferral / active EE | $3,656 | $2,332+56.8% | $5,202-29.7% | $3,805-3.9% |
| Admin fee / account holder | $176 | $127+38.5% | $13,984-98.7% | $158+11.7% |