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 6-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $70,872 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $25,093 |
FIRST WESTERN TRUST BANK1 year Service code 27 · EIN 27-0083857 | Advisory (Plan) | $9,746 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 31 · EIN 45-4813650 | Named fiduciary | $8,012 |
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 | $24,161 | $52,670-54.1% | $90,404-73.3% | $73,409-67.1% |
| Participation rate | 75.9% | 67.7%+8.3pp | 72.7%+3.3pp | 72.2%+3.8pp |
| Annual return | 259.40% | 20.70%+238.7pp | 1293.02%-1033.6pp | 59.29%+200.1pp |
| Employer contribution / active EE | $1,733 | $1,872-7.4% | $3,262-46.9% | $2,234-22.4% |
| Participant deferral / active EE | $3,758 | $2,807+33.9% | $3,963-5.2% | $3,805-1.3% |
| Admin fee / account holder | $143 | $117+22.2% | $5,611-97.5% | $158-9.6% |