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 | $24,280 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $9,633 |
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $2,798 |
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 | $81,331 | $60,124+35.3% | $90,404-10.0% | $79,858+1.8% |
| Participation rate | 70.8% | 65.0%+5.8pp | 72.7%-1.9pp | 69.6%+1.2pp |
| Annual return | 17.49% | 71.94%-54.5pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,025 | $2,068-50.4% | $3,262-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $3,239 | $2,938+10.2% | $3,963-18.3% | $3,740-13.4% |
| Admin fee / account holder | $508 | $3,976-87.2% | $5,611-91.0% | $5,306-90.4% |