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 |
|---|---|---|
NICHOLAS PENSION CONSULTANTS6 years Service code 15 · EIN 27-1186851 | Recordkeeping | $20,350 |
Service code 10 · EIN 45-4128109 | Accounting | $8,081 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,333 |
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 | $109,247 | $88,087+24.0% | $164,866-33.7% | $74,546+46.6% |
| Participation rate | 77.2% | 73.1%+4.2pp | 78.6%-1.4pp | 67.2%+10.0pp |
| Annual return | 13.39% | 17.27%-3.9pp | 69.97%-56.6pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,720 | $2,595-33.7% | $4,343-60.4% | $2,624-34.5% |
| Participant deferral / active EE | $9,562 | $4,499+112.5% | $6,033+58.5% | $4,347+120.0% |
| Admin fee / account holder | $164 | $2,232-92.7% | $12,689-98.7% | $1,944-91.6% |