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 CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,269 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 | Recordkeeping | $2,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,248 | $55,449-52.7% | $83,848-68.7% | $56,287-53.4% |
| Participation rate | 52.5% | 68.0%-15.5pp | 76.1%-23.6pp | 69.9%-17.3pp |
| Annual return | -3.27% | -1.38%-1.9pp | 850.88%-854.2pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,463 | $2,935-50.2% | $4,082-64.2% | $3,350-56.3% |
| Admin fee / account holder | $80 | $656-87.8% | $5,478-98.5% | $521-84.6% |