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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $67,056 |
Filed as: PINNACLE AN NPPG COMPANY Service code 15 · EIN 59-2438373 | Recordkeeping | $23,115 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,487 | $44,794-34.2% | $90,281-67.3% | $77,787-62.1% |
| Participation rate | 76.7% | 66.6%+10.2pp | 73.3%+3.5pp | 73.2%+3.5pp |
| Annual return | 20.68% | 28.23%-7.6pp | 78.10%-57.4pp | 32.57%-11.9pp |
| Employer contribution / active EE | $930 | $1,809-48.6% | $2,854-67.4% | $2,504-62.9% |
| Participant deferral / active EE | $2,304 | $2,642-12.8% | $3,885-40.7% | $3,967-41.9% |
| Admin fee / account holder | $62 | $94-34.2% | $5,351-98.8% | $100-37.9% |