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 FINANCILA LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,241 |
SUNWEST PENSIONS2+ years Service code 13 · EIN 86-0922116 | Contract Administrator | $4,300 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
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 | $28,511 | $42,772-33.3% | $87,507-67.4% | $55,167-48.3% |
| Participation rate | 51.2% | 66.5%-15.3pp | 73.8%-22.6pp | 69.0%-17.8pp |
| Annual return | 6.50% | 21.20%-14.7pp | 12.21%-5.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,021 | $1,277-20.0% | $2,550-59.9% | $1,963-48.0% |
| Participant deferral / active EE | $1,805 | $2,342-23.0% | $3,149-42.7% | $3,054-40.9% |
| Admin fee / account holder | $128 | $461-72.2% | $4,221-97.0% | $504-74.5% |