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 3-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $460,509 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $177,261 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $31,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,273 | $35,293-34.1% | $77,024-69.8% | $89,394-74.0% |
| Participation rate | 30.8% | 31.3%-0.5pp | 67.9%-37.1pp | 71.3%-40.5pp |
| Annual return | 0.00% | -5.92%+5.9pp | 42.32%-42.3pp | -11.89%+11.9pp |
| Employer contribution / active EE | $337 | $695-51.6% | $2,812-88.0% | $3,022-88.9% |
| Participant deferral / active EE | $786 | $1,764-55.5% | $4,426-82.3% | $5,123-84.7% |
| Admin fee / account holder | $95 | $105-9.4% | $5,425-98.2% | $79+19.9% |