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 | $9,322 |
HICKS PENSION SERVICES1 year Service code 15 · EIN 77-0155091 | Recordkeeping | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,564 | $99,957-59.4% | $149,696-72.9% | $73,488-44.8% |
| Participation rate | 64.7% | 75.7%-11.0pp | 82.5%-17.8pp | 70.7%-6.0pp |
| Annual return | 18.80% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,618 | $3,191-18.0% | $4,644-43.6% | $2,270+15.3% |
| Participant deferral / active EE | $7,785 | $6,073+28.2% | $6,842+13.8% | $3,740+108.2% |
| Admin fee / account holder | $95 | $551-82.8% | $9,309-99.0% | $513-81.6% |