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 | $57,833 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO. CPA'S LLP Service code 10 · EIN 16-1131146 | Accounting | $22,482 |
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 | $39,351 | $44,897-12.4% | $84,966-53.7% | $199,593-80.3% |
| Participation rate | 28.4% | 45.7%-17.3pp | 67.5%-39.1pp | 72.0%-43.5pp |
| Annual return | 27.96% | 20.96%+7.0pp | 66.38%-38.4pp | 34.25%-6.3pp |
| Employer contribution / active EE | $489 | $1,365-64.2% | $2,727-82.1% | $3,034-83.9% |
| Participant deferral / active EE | $1,349 | $2,668-49.4% | $4,519-70.1% | $5,087-73.5% |
| Admin fee / account holder | $91 | $584-84.5% | $6,149-98.5% | $269-66.3% |