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 LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $2,870 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN, GRAHAM & COMPANY Service code 10 · EIN 75-1386677 | Accounting | $0 |
SIMPKINS & ASSOCIATES1+ years Service code 15 · EIN 75-2383194 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,445 | $135,952-84.2% | $123,892-82.7% | $273,961-92.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.87% | 56.63%-43.8pp | 47.52%-34.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $8,665 | $5,170+67.6% | $4,617+87.7% | $4,869+78.0% |
| Participant deferral / active EE | $21,949 | $6,343+246.0% | $5,984+266.8% | $5,287+315.1% |
| Admin fee / account holder | $117 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |