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 9-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 13-3689044 | Recordkeeping | $20,864 |
AVONDALE PARTNERS LLC1+ years Service code 27 · EIN 62-1854335 | Advisory (Plan) | $7,672 |
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 | $19,291 | $39,859-51.6% | $78,689-75.5% | $57,658-66.5% |
| Participation rate | 92.7% | 66.1%+26.6pp | 73.6%+19.1pp | 70.2%+22.4pp |
| Annual return | 8.67% | 18.96%-10.3pp | 62.18%-53.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,141 | $1,786+19.9% | $2,851-24.9% | $1,974+8.5% |
| Participant deferral / active EE | $3,771 | $2,248+67.7% | $3,517+7.2% | $3,061+23.2% |
| Admin fee / account holder | $63 | $76-16.7% | $4,510-98.6% | $95-32.9% |