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 10-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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $34,542 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $27,537 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY, INC Service code 13 · EIN 91-1661080 | Contract Administrator | $16,781 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,572 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,830 |
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).
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 | $58,971 | $62,581-5.8% | $124,672-52.7% | $86,799-32.1% |
| Participation rate | 89.7% | 56.9%+32.8pp | 74.6%+15.1pp | 72.3%+17.4pp |
| Annual return | 11.79% | 26.67%-14.9pp | 5142.93%-5131.1pp | 97.91%-86.1pp |
| Employer contribution / active EE | $938 | $1,604-41.5% | $3,324-71.8% | $2,405-61.0% |
| Participant deferral / active EE | $4,269 | $2,725+56.6% | $4,614-7.5% | $4,131+3.3% |
| Admin fee / account holder | $271 | $170+60.0% | $7,493-96.4% | $170+60.1% |