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 | $5,420 |
PENSION ASSURANCE LLP6 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 | Recordkeeping | $1,075 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,051 | $54,701-59.7% | $86,188-74.4% | $71,457-69.1% |
| Participation rate | 86.9% | 60.1%+26.8pp | 69.0%+17.9pp | 67.9%+18.9pp |
| Annual return | 15.15% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $609 | $1,265-51.9% | $2,380-74.4% | $2,588-76.5% |
| Participant deferral / active EE | $3,733 | $3,108+20.1% | $3,985-6.3% | $4,289-13.0% |
| Admin fee / account holder | $26 | $1,922-98.7% | $6,852-99.6% | $1,587-98.4% |