See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,509 |
FARMER & BETTS2 years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $9,987 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $1,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,677 | $65,376-47.0% | $87,100-60.2% | $65,185-46.8% |
| Participation rate | 55.7% | 75.3%-19.6pp | 76.9%-21.1pp | 70.2%-14.5pp |
| Annual return | 18.25% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,787 | $3,388-47.3% | $4,049-55.9% | $3,514-49.2% |
| Admin fee / account holder | $265 | $520-49.1% | $7,497-96.5% | $847-68.8% |