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 4-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 | $53,551 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $28,380 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $1,875 |
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 | $35,718 | $101,317-64.7% | $146,958-75.7% | $74,495-52.1% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.3pp |
| Annual return | 17.18% | 8730.91%-8713.7pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,062 | $3,810-45.9% | $4,933-58.2% | $2,623-21.4% |
| Participant deferral / active EE | $4,575 | $7,303-37.4% | $8,070-43.3% | $4,346+5.3% |
| Admin fee / account holder | $281 | $1,739-83.8% | $12,998-97.8% | $1,942-85.5% |