Filed April 21, 2021
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 5-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 | $7,026 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,993 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $585 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $164 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,318 | $64,286-90.2% | $90,951-93.1% | $73,409-91.4% |
| Participation rate | 87.7% | 63.6%+24.1pp | 69.0%+18.7pp | 72.2%+15.5pp |
| Annual return | 33.54% | 21.45%+12.1pp | 134.60%-101.1pp | 59.29%-25.8pp |
| Employer contribution / active EE | $1,325 | $895+48.1% | $2,122-37.6% | $2,234-40.7% |
| Participant deferral / active EE | $1,960 | $2,453-20.1% | $3,373-41.9% | $3,805-48.5% |
| Admin fee / account holder | $35 | $287-87.9% | $5,959-99.4% | $158-78.0% |