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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $54,062 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. CPA'S LLP Service code 10 · EIN 16-1131146 | Accounting | $19,200 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,802 | $40,278-21.0% | $80,569-60.5% | $80,160-60.3% |
| Participation rate | 31.6% | 47.5%-16.0pp | 67.0%-35.4pp | 72.9%-41.4pp |
| Annual return | 54.42% | 50.86%+3.6pp | 935.43%-881.0pp | 40.38%+14.0pp |
| Employer contribution / active EE | $478 | $1,332-64.2% | $2,723-82.5% | $2,978-84.0% |
| Participant deferral / active EE | $1,286 | $2,696-52.3% | $4,447-71.1% | $5,017-74.4% |
| Admin fee / account holder | $90 | $210-57.1% | $5,377-98.3% | $145-37.7% |