Filed February 10, 2022
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 7-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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $17,356 |
RIVERA C1 year Filed as: RIVERA JAMJIAN & ASSOCIATES LLP Service code 10 · EIN 20-3729687 | Accounting | $13,203 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,132 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,701 | $50,956-75.1% | $96,562-86.8% | $86,799-85.4% |
| Participation rate | 73.9% | 65.2%+8.7pp | 69.8%+4.1pp | 72.3%+1.7pp |
| Annual return | 14.27% | 21.27%-7.0pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $589 | $1,111-46.9% | $2,356-75.0% | $2,405-75.5% |
| Participant deferral / active EE | $1,741 | $2,954-41.1% | $3,849-54.8% | $4,131-57.9% |
| Admin fee / account holder | $85 | $166-48.9% | $6,181-98.6% | $170-49.9% |