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 FUND MGMT2 years Filed as: RETIREMENT FUND MANAGEMENT, LLC Service code 27 · EIN 58-2223362 | Advisory (Plan) | $6,668 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $375 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,880 | $91,190-12.4% | $178,490-55.2% | $79,8580% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.19% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $8,417 | $3,256+158.5% | $5,011+68.0% | $2,471+240.6% |
| Participant deferral / active EE | $3,548 | $3,236+9.6% | $5,202-31.8% | $3,740-5.1% |
| Admin fee / account holder | $342 | $6,751-94.9% | $13,984-97.6% | $5,306-93.5% |