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 | $77,411 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 06-3046611 | Advisory (Plan) | $30,508 |
Filed as: PINNACLE AN NPPG COMPANY Service code 15 · EIN 59-2438373 | Recordkeeping | $18,588 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $8,000 |
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 | $33,808 | $47,634-29.0% | $90,404-62.6% | $90,288-62.6% |
| Participation rate | 77.2% | 67.5%+9.7pp | 72.7%+4.5pp | 73.4%+3.9pp |
| Annual return | 15.82% | 19.61%-3.8pp | 1293.02%-1277.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,012 | $1,749-42.1% | $3,262-69.0% | $2,524-59.9% |
| Participant deferral / active EE | $2,535 | $2,824-10.2% | $3,963-36.0% | $4,232-40.1% |
| Admin fee / account holder | $86 | $106-18.8% | $5,611-98.5% | $114-24.5% |