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. Service code 15 · EIN 36-6071399 | Recordkeeping | $37,344 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $19,696 |
TWO WEST CAPITAL ADVISORS4 years Service code 17 · EIN 27-3055170 | Pension Consulting | $2,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,756 | $59,054-64.9% | $97,226-78.7% | $77,643-73.3% |
| Participation rate | 21.1% | 67.9%-46.8pp | 72.7%-51.6pp | 70.6%-49.5pp |
| Annual return | 21.08% | 16.96%+4.1pp | 75.13%-54.1pp | 31.24%-10.2pp |
| Employer contribution / active EE | $546 | $1,742-68.6% | $2,729-80.0% | $2,726-80.0% |
| Participant deferral / active EE | $1,001 | $3,930-74.5% | $4,264-76.5% | $4,647-78.5% |
| Admin fee / account holder | $217 | $346-37.2% | $5,654-96.2% | $430-49.5% |