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 | $28,205 |
LPL FINANCIAL1+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,527 | $69,977+15.1% | $108,579-25.8% | $62,891+28.0% |
| Participation rate | 85.9% | 72.9%+13.0pp | 79.6%+6.3pp | 69.3%+16.6pp |
| Annual return | 7.12% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,751 | $2,135+28.8% | $3,758-26.8% | $2,281+20.6% |
| Participant deferral / active EE | $5,239 | $3,165+65.5% | $4,311+21.5% | $3,203+63.6% |
| Admin fee / account holder | $402 | $5,076-92.1% | $7,645-94.7% | $4,296-90.6% |