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 | $18,748 |
PENSION ASSURANCE LLP1 year Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG B-1 · MODESTO, CA 95350 | Recordkeeping | $3,250 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 4804 DEER LAKE DR., E 5TH FLOOR · JACKSONVILLE, FL 32246 | Insurance Broker | $2,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,915 | $47,977+2.0% | $154,107-68.3% | $56,287-13.1% |
| Participation rate | 51.7% | 66.2%-14.5pp | 83.0%-31.3pp | 69.9%-18.2pp |
| Annual return | -3.12% | 3.54%-6.7pp | 735.12%-738.2pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,113 | $2,169-2.6% | $5,298-60.1% | $2,111+0.1% |
| Participant deferral / active EE | $3,072 | $2,392+28.5% | $5,081-39.5% | $3,350-8.3% |
| Admin fee / account holder | $239 | $438-45.4% | $13,411-98.2% | $521-54.1% |