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 RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $25 |
ALL VALLEY ADMINISTRATORS, LLC5+ years Service code 15 · EIN 77-0536417 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
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 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 | $101,243 | $73,638+37.5% | $95,952+5.5% | $73,488+37.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.00% | 16.78%-5.8pp | 91.61%-80.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $3,110 | $1,863+66.9% | $2,541+22.4% | $2,270+37.0% |
| Participant deferral / active EE | $3,165 | $3,617-12.5% | $4,167-24.0% | $3,740-15.4% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |