See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $27,415 |
KKDLY LLC5+ years Service code 10 · EIN 99-0292355 | Accounting | $25,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,172 | $50,175-79.7% | $99,443-89.8% | $65,185-84.4% |
| Participation rate | 77.8% | 68.4%+9.4pp | 73.8%+4.0pp | 70.2%+7.6pp |
| Annual return | 21.64% | 25.36%-3.7pp | 30.72%-9.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,721 | $2,748-37.4% | $3,619-52.4% | $3,514-51.0% |
| Admin fee / account holder | $121 | $398-69.7% | $6,250-98.1% | $847-85.8% |