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 |
|---|---|---|
ALL VALLEY ADMINISTRATORS, LLC4+ years Service code 15 · EIN 77-0536717 | Recordkeeping | $4,315 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $960 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,895 | $57,354-32.2% | $83,848-53.6% | $64,186-39.4% |
| Participation rate | 70.7% | 68.6%+2.1pp | 76.1%-5.5pp | 69.6%+1.1pp |
| Annual return | -1.63% | 11.38%-13.0pp | 850.88%-852.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $12,610 | $2,545+395.4% | $3,631+247.3% | $2,381+429.6% |
| Participant deferral / active EE | $2,674 | $2,993-10.7% | $4,082-34.5% | $3,470-22.9% |
| Admin fee / account holder | $48 | $4,046-98.8% | $5,478-99.1% | $4,888-99.0% |