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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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,777 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $12,235 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,708 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,215 | $70,475-18.8% | $100,516-43.1% | $79,858-28.4% |
| Participation rate | 71.4% | 73.7%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 22.38% | 21.90%+0.5pp | 30.89%-8.5pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,362 | $2,165+9.1% | $3,418-30.9% | $2,471-4.4% |
| Participant deferral / active EE | $11,329 | $5,181+118.7% | $6,270+80.7% | $3,740+202.9% |
| Admin fee / account holder | $302 | $4,478-93.3% | $8,081-96.3% | $5,306-94.3% |