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 4-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $85,135 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $6,901 |
THE ROSENBAUM LAW FIRM P.C.2+ years Service code 14 · EIN 11-3544517 | Plan Administrator | $4,141 |
EJREYNOLDS, INC.2+ years Filed as: EJ REYNOLDS, INC. Service code 15 · EIN 59-2265857 | Recordkeeping | $1,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,435 | $51,197+37.6% | $82,719-14.9% | $66,914+5.3% |
| Participation rate | 57.4% | 67.8%-10.4pp | 72.6%-15.1pp | 69.8%-12.4pp |
| Annual return | -18.54% | -9.64%-8.9pp | 701.18%-719.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,377 | $2,611-8.9% | $3,009-21.0% | $2,544-6.6% |
| Participant deferral / active EE | $4,933 | $3,458+42.7% | $4,395+12.2% | $4,237+16.4% |
| Admin fee / account holder | $627 | $416+50.9% | $5,329-88.2% | $593+5.7% |