See peer percentile detail. $4.99 for your first month.
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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 FIN LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $42,647 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $13,064 |
TEMPLETON & COMPANY LLP2+ years Filed as: TEMPLETON & COMPANY, LLP LUCY MATCH Service code 10 · EIN 14-1918990 | Accounting | $9,663 |
3(16) FIDUCIARY SERVICES CORP3+ years Service code 14 · EIN 45-4813650 | Plan Administrator | $6,038 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $3,460 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,537 |
JKG GROUP1 year Filed as: JKG GROUP, INC. Service code 99 · EIN 65-0456604 | Other Fees | $1,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,306 | $46,100+9.1% | $86,590-41.9% | $69,631-27.8% |
| Participation rate | 56.9% | 67.2%-10.3pp | 73.5%-16.6pp | 70.7%-13.8pp |
| Annual return | 22.34% | 21.02%+1.3pp | 964.84%-942.5pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $848 | $1,850-54.2% | $2,839-70.1% | $2,032-58.3% |
| Participant deferral / active EE | $1,847 | $2,432-24.0% | $3,609-48.8% | $3,224-42.7% |
| Admin fee / account holder | $272 | $94+190.3% | $4,906-94.4% | $110+146.6% |