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 9-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $55,050 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 15 · EIN 85-0402842 | Recordkeeping | $10,650 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,545 |
Filed as: CETERA FINANCIAL GROUP 30-0588666 Service code 22 | Insurance Broker | $3,211 |
Filed as: CI CONSTRUCTION SERVICES INC Service code 35 · EIN 38-3985677 | Employee (plan sponsor) | $1,833 |
Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,824 | $82,917-58.0% | $103,333-66.3% | $77,643-55.1% |
| Participation rate | 62.3% | 71.6%-9.3pp | 74.5%-12.2pp | 70.6%-8.3pp |
| Annual return | 9.02% | 19.13%-10.1pp | 24.88%-15.9pp | 31.24%-22.2pp |
| Employer contribution / active EE | $1,387 | $3,552-61.0% | $3,868-64.1% | $2,726-49.1% |
| Participant deferral / active EE | $2,126 | $4,108-48.3% | $5,057-58.0% | $4,647-54.3% |
| Admin fee / account holder | $240 | $638-62.3% | $8,355-97.1% | $430-44.1% |