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 | $118,789 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $23,999 |
FIRST WESTERN TRUST BANK2 years Service code 27 · EIN 27-0083857 | Advisory (Plan) | $21,498 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $20,716 |
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 | $29,276 | $58,290-49.8% | $98,442-70.3% | $86,799-66.3% |
| Participation rate | 77.9% | 68.3%+9.5pp | 73.3%+4.5pp | 72.3%+5.6pp |
| Annual return | 19.89% | 43.48%-23.6pp | 1492.73%-1472.8pp | 97.91%-78.0pp |
| Employer contribution / active EE | $2,046 | $2,008+1.9% | $2,960-30.9% | $2,405-14.9% |
| Participant deferral / active EE | $4,558 | $3,152+44.6% | $4,276+6.6% | $4,131+10.3% |
| Admin fee / account holder | $212 | $138+53.9% | $5,949-96.4% | $170+25.0% |