See peer percentile detail. $4.99 for your first month.
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See the 9-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 | $313,160 |
KAYE CAPITAL MANAGEMENT1 year Service code 27 · EIN 47-0907014 | Advisory (Plan) | $33,750 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,629 | $35,293-16.0% | $77,024-61.5% | $89,394-66.9% |
| Participation rate | 14.0% | 31.3%-17.3pp | 67.9%-53.9pp | 71.3%-57.3pp |
| Annual return | -15.25% | -5.92%-9.3pp | 42.32%-57.6pp | -11.89%-3.4pp |
| Employer contribution / active EE | $86 | $695-87.7% | $2,812-97.0% | $3,022-97.2% |
| Participant deferral / active EE | $745 | $1,764-57.8% | $4,426-83.2% | $5,123-85.5% |
| Admin fee / account holder | $126 | $105+19.7% | $5,425-97.7% | $79+58.4% |