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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,090 |
FARMER & BETTS1+ years Filed as: FARMER & BETTS - CO Service code 15 · EIN 94-3322438 | Recordkeeping | $3,555 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,889 | $54,320-56.0% | $67,652-64.7% | $52,331-54.3% |
| Participation rate | 50.9% | 73.6%-22.7pp | 75.7%-24.8pp | 68.1%-17.2pp |
| Annual return | 1.38% | 6.81%-5.4pp | 6625.04%-6623.7pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,531 | $2,950-48.1% | $3,560-57.0% | $3,022-49.3% |
| Admin fee / account holder | $161 | $527-69.3% | $4,821-96.7% | $592-72.7% |