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 9-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 |
|---|---|---|
Filed as: TARNSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0988978 | Recordkeeping | $16,250 |
CALIFORNIA BENEFIT PLANNERS7 years Service code 15 · EIN 95-4568183 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,779 | $58,926-57.9% | $97,226-74.5% | $74,495-66.7% |
| Participation rate | 63.7% | 63.5%+0.2pp | 72.7%-9.0pp | 67.2%-3.5pp |
| Annual return | 17.05% | 16.04%+1.0pp | 75.13%-58.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,520 | $1,894+33.0% | $2,729-7.6% | $2,623-3.9% |
| Participant deferral / active EE | $3,854 | $3,664+5.2% | $4,264-9.6% | $4,346-11.3% |
| Admin fee / account holder | $104 | $1,974-94.7% | $5,654-98.2% | $1,942-94.6% |