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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.
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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 COM Service code 15 · EIN 36-6071399 | Recordkeeping | $40,147 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $21,529 |
NWRPC LLC1 year Service code 15 · EIN 88-2334307 | Recordkeeping | $13,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,808 | $92,055-31.8% | $106,213-40.9% | $77,643-19.1% |
| Participation rate | 51.9% | 81.0%-29.2pp | 75.3%-23.4pp | 70.6%-18.7pp |
| Annual return | 15.25% | 17.91%-2.7pp | 116.14%-100.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,698 | $3,367-49.6% | $3,171-46.5% | $2,726-37.7% |
| Participant deferral / active EE | $4,487 | $5,386-16.7% | $5,016-10.5% | $4,647-3.4% |
| Admin fee / account holder | $320 | $219+46.0% | $11,033-97.1% | $430-25.7% |