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 Service code 13 · EIN 39-0989781 | Contract Administrator | $19,798 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,709 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,376 | $65,061-34.9% | $143,757-70.5% | $66,914-36.7% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.6pp | 69.8%+5.9pp |
| Annual return | 5.55% | -11.14%+16.7pp | -0.04%+5.6pp | 1.58%+4.0pp |
| Employer contribution / active EE | $2,518 | $2,361+6.6% | $4,951-49.1% | $2,544-1.0% |
| Participant deferral / active EE | $4,800 | $2,919+64.4% | $5,637-14.8% | $4,237+13.3% |
| Admin fee / account holder | $94 | $502-81.2% | $14,673-99.4% | $593-84.1% |