See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICARETIREMENTSOLUTIONSLLC Service code 15 · EIN 13-3689044 | Recordkeeping | $9,506 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $3,108 |
ACTUARIES & ASSOCIATES1 year Service code 15 · EIN 76-0018527 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $31,612 | $50,385-37.3% | $75,670-58.2% | $62,292-49.3% |
| Participation rate | 69.3% | 67.7%+1.6pp | 72.3%-3.1pp | 69.5%-0.2pp |
| Annual return | 12.71% | 19.90%-7.2pp | 27.34%-14.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,394 | $1,537-9.3% | $2,352-40.7% | $2,042-31.8% |
| Participant deferral / active EE | $2,106 | $2,445-13.9% | $3,142-33.0% | $3,169-33.5% |
| Admin fee / account holder | $130 | $384-66.3% | $5,800-97.8% | $479-73.0% |