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 6-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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,997 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,639 |
Filed as: PRISMHR RETIREMENT SERVICES, LLC Service code 15 · EIN 99-2965386 | Recordkeeping | $5,023 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,909 | $30,588+20.7% | $53,898-31.5% | $85,563-56.9% |
| Participation rate | 33.6% | 26.3%+7.3pp | 55.0%-21.4pp | 66.0%-32.4pp |
| Annual return | 16.51% | 50.42%-33.9pp | 528.60%-512.1pp | 31.51%-15.0pp |
| Employer contribution / active EE | $754 | $436+72.9% | $932-19.1% | $2,654-71.6% |
| Participant deferral / active EE | $1,135 | $848+33.9% | $1,826-37.9% | $4,375-74.1% |
| Admin fee / account holder | $264 | $1,879-85.9% | $2,491-89.4% | $834-68.3% |