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 | $159,157 |
Filed as: FIRST INTERSTATE BANK OF COMM TRUST Service code 27 · EIN 81-6023169 | Advisory (Plan) | $78,482 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 06-3046611 | Advisory (Plan) | $28,457 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $1,384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,851 | $43,113-28.4% | $82,719-62.7% | $77,904-60.4% |
| Participation rate | 77.8% | 63.8%+13.9pp | 72.6%+5.2pp | 73.7%+4.1pp |
| Annual return | -14.51% | 2.60%-17.1pp | 701.18%-715.7pp | 12.21%-26.7pp |
| Employer contribution / active EE | $1,346 | $1,924-30.1% | $3,009-55.3% | $2,848-52.7% |
| Participant deferral / active EE | $3,235 | $3,057+5.9% | $4,395-26.4% | $4,806-32.7% |
| Admin fee / account holder | $179 | $102+75.2% | $5,329-96.6% | $133+35.2% |