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 10-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,134 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,387 | $23,385+12.8% | $69,182-61.9% | $57,658-54.2% |
| Participation rate | 32.4% | 37.9%-5.5pp | 55.1%-22.7pp | 70.2%-37.8pp |
| Annual return | 6.17% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $384 | $422-9.1% | $1,206-68.2% | $1,974-80.5% |
| Participant deferral / active EE | $892 | $843+5.8% | $1,897-53.0% | $3,061-70.9% |
| Admin fee / account holder | $45 | $82-45.8% | $2,697-98.3% | $95-52.9% |