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 10-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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $26,635 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,241 | $42,546-31.3% | $71,796-59.3% | $55,167-47.0% |
| Participation rate | 75.0% | 59.1%+15.9pp | 69.1%+5.9pp | 69.0%+6.0pp |
| Annual return | 7.91% | 12.36%-4.5pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $382 | $803-52.5% | $1,924-80.2% | $1,963-80.5% |
| Participant deferral / active EE | $2,639 | $2,064+27.8% | $2,794-5.6% | $3,054-13.6% |
| Admin fee / account holder | $121 | $650-81.4% | $4,815-97.5% | $504-76.1% |