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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,240 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $25,345 | $57,108-55.6% | $94,224-73.1% | $52,331-51.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.50% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $649 | $1,735-62.6% | $3,587-81.9% | $1,882-65.5% |
| Participant deferral / active EE | $1,823 | $3,040-40.0% | $4,320-57.8% | $3,022-39.7% |
| Admin fee / account holder | $135 | $546-75.4% | $6,269-97.9% | $592-77.2% |