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 | $12,222 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $4,380 |
ASCENSUS LLC1 year Service code 17 · EIN 82-3719843 | Pension Consulting | $3,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,788 | $31,679+25.6% | $74,701-46.7% | $65,185-39.0% |
| Participation rate | 40.4% | 40.4%0pp | 54.5%-14.1pp | 70.2%-29.8pp |
| Annual return | 21.16% | 39.04%-17.9pp | 752.92%-731.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | $453 | $566-20.0% | $1,084-58.2% | $2,177-79.2% |
| Participant deferral / active EE | $1,048 | $1,191-12.0% | $1,964-46.6% | $3,514-70.2% |
| Admin fee / account holder | $253 | $379-33.2% | $3,333-92.4% | $847-70.1% |