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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $25,508 |
BOKF, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $15,466 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $8,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,352 | $79,013-17.3% | $100,391-34.9% | $74,495-12.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 17.76% | 20.41%-2.6pp | 49.20%-31.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,980 | $3,021+31.7% | $3,942+1.0% | $2,623+51.7% |
| Participant deferral / active EE | $7,665 | $7,760-1.2% | $8,082-5.2% | $4,346+76.4% |
| Admin fee / account holder | $204 | $1,320-84.6% | $7,899-97.4% | $1,942-89.5% |