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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.
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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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $78,134 |
EMPLOYEE RESOURCE ADMINISTRATION LP1 year Service code 99 · EIN 75-2822737 | Other Fees | $8,983 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $8,983 |
PROSPERA FINANCIAL SERVICES5 years Filed as: PROSPERA FIN SERVICES Service code 16 · EIN 75-1832551 | Consulting | $7,482 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D. STARK COMPANY, INC. Service code 15 · EIN 74-1537058 | Recordkeeping | $4,960 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,147 | $42,886+245.4% | $88,946+66.6% | $85,563+73.1% |
| Participation rate | 51.3% | 37.9%+13.4pp | 68.8%-17.6pp | 66.0%-14.7pp |
| Annual return | 7.57% | 44.56%-37.0pp | 57.82%-50.3pp | 31.51%-23.9pp |
| Employer contribution / active EE | $1,653 | $1,147+44.1% | $2,555-35.3% | $2,654-37.7% |
| Participant deferral / active EE | $4,776 | $2,108+126.5% | $4,581+4.2% | $4,375+9.1% |
| Admin fee / account holder | $751 | $2,263-66.8% | $8,261-90.9% | $834-9.9% |