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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.
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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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,495 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,232 |
Filed as: CETERA INVESTMENT ADVISERS Service code 27 · EIN 36-3258176 | Advisory (Plan) | $1,486 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,190 | $115,444-85.1% | $65,493-73.8% | $102,872-83.3% |
| Participation rate | 9.9% | 71.2%-61.2pp | 73.1%-63.2pp | 73.0%-63.1pp |
| Annual return | 28.97% | 15.94%+13.0pp | 982.45%-953.5pp | 19.06%+9.9pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,574-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $237 | $4,118-94.2% | $3,961-94.0% | $5,535-95.7% |
| Admin fee / account holder | $123 | $123+0.1% | $5,028-97.6% | $292-57.9% |