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 | $5,081 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 15 · EIN 54-1202236 | Recordkeeping | $4,824 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,465 | $76,000-88.9% | $154,107-94.5% | $64,186-86.8% |
| Participation rate | 92.8% | 70.4%+22.4pp | 83.0%+9.7pp | 69.6%+23.2pp |
| Annual return | -4.29% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $547 | $3,351-83.7% | $5,298-89.7% | $2,381-77.0% |
| Participant deferral / active EE | $1,572 | $3,175-50.5% | $5,081-69.1% | $3,470-54.7% |
| Admin fee / account holder | $84 | $5,596-98.5% | $13,411-99.4% | $4,888-98.3% |