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 |
|---|---|---|
Service code 27 · EIN 59-3331424 100 MANHATTAN ROAD · PURCHASE, NY 10577 | Advisory (Plan) | $3,198 |
Service code 15 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Recordkeeping | $1,463 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 100 MANHATTAN ROAD · PURCHASE, NY 10577 | Recordkeeping | $709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,388 | $42,3830% | $76,523-44.6% | $64,186-34.0% |
| Participation rate | 47.8% | 58.1%-10.4pp | 68.0%-20.2pp | 69.6%-21.8pp |
| Annual return | -7.90% | -16.54%+8.6pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,091 | $1,563-30.2% | $2,647-58.8% | $2,381-54.2% |
| Participant deferral / active EE | $1,973 | $2,566-23.1% | $3,835-48.6% | $3,470-43.1% |
| Admin fee / account holder | $164 | $3,198-94.9% | $4,848-96.6% | $4,888-96.6% |