See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $135,892 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $44,554 |
Filed as: 360 PAYROLL INTEGRATION, CORP Service code 17 · EIN 83-3880266 | Pension Consulting | $8,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,816 | $37,317+6.7% | $77,024-48.3% | $77,904-48.9% |
| Participation rate | 27.9% | 46.9%-19.0pp | 67.9%-40.0pp | 73.7%-45.8pp |
| Annual return | -14.33% | -5.88%-8.4pp | 42.32%-56.6pp | 12.21%-26.5pp |
| Employer contribution / active EE | $480 | $1,218-60.6% | $2,812-82.9% | $2,848-83.2% |
| Participant deferral / active EE | $1,602 | $2,564-37.5% | $4,426-63.8% | $4,806-66.7% |
| Admin fee / account holder | $241 | $126+91.9% | $5,425-95.6% | $133+82.0% |