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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,021 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,010 | $42,546-67.1% | $71,796-80.5% | $55,167-74.6% |
| Participation rate | 71.2% | 59.1%+12.1pp | 69.1%+2.1pp | 69.0%+2.2pp |
| Annual return | 8.22% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $814 | $803+1.3% | $1,924-57.7% | $1,963-58.5% |
| Participant deferral / active EE | $2,055 | $2,064-0.5% | $2,794-26.5% | $3,054-32.7% |
| Admin fee / account holder | $70 | $650-89.3% | $4,815-98.6% | $504-86.2% |