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 | $125,481 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $26,301 |
FIRST WESTERN TRUST BANK3 years Service code 27 · EIN 27-0083857 | Advisory (Plan) | $22,844 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $22,703 |
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 | $23,780 | $47,722-50.2% | $82,719-71.3% | $64,808-63.3% |
| Participation rate | 76.7% | 67.6%+9.1pp | 72.6%+4.2pp | 71.5%+5.2pp |
| Annual return | -14.19% | -13.05%-1.1pp | 701.18%-715.4pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,231 | $2,179+2.4% | $3,009-25.9% | $2,506-11.0% |
| Participant deferral / active EE | $4,514 | $3,329+35.6% | $4,395+2.7% | $4,310+4.7% |
| Admin fee / account holder | $193 | $143+34.9% | $5,329-96.4% | $188+2.7% |