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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 | $171,145 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $105,259 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,720 | $122,186-20.8% | $146,958-34.2% | $199,593-51.5% |
| Participation rate | 70.5% | 78.3%-7.8pp | 82.2%-11.6pp | 72.0%-1.5pp |
| Annual return | 29.29% | 30.56%-1.3pp | 418.34%-389.0pp | 34.25%-5.0pp |
| Employer contribution / active EE | $5,142 | $4,093+25.6% | $4,933+4.2% | $3,034+69.5% |
| Participant deferral / active EE | $9,188 | $8,502+8.1% | $8,070+13.9% | $5,087+80.6% |
| Admin fee / account holder | $219 | $179+22.4% | $12,998-98.3% | $269-18.6% |