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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 | $16,658 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 15 · EIN 23-2776666 | Recordkeeping | $8,781 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570657 | Recordkeeping | $5,724 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,394 | $78,485-42.2% | $106,213-57.3% | $74,495-39.1% |
| Participation rate | 76.6% | 72.8%+3.7pp | 75.3%+1.3pp | 67.2%+9.4pp |
| Annual return | 17.84% | 15.95%+1.9pp | 116.14%-98.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $100 | $2,523-96.0% | $3,171-96.8% | $2,623-96.2% |
| Participant deferral / active EE | $3,318 | $4,322-23.2% | $5,016-33.9% | $4,346-23.7% |
| Admin fee / account holder | $157 | $2,232-92.9% | $11,033-98.6% | $1,942-91.9% |