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: TRANSAMERICARETIREMENTSOLUTIONSLLC Service code 15 · EIN 13-3689044 | Recordkeeping | $16,941 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $10,291 |
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 | $33,698 | $58,927-42.8% | $76,817-56.1% | $72,985-53.8% |
| Participation rate | 83.3% | 67.3%+16.0pp | 72.1%+11.3pp | 69.5%+13.8pp |
| Annual return | 17.29% | 2305.64%-2288.4pp | 1166.11%-1148.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,624 | $1,787-9.1% | $2,302-29.5% | $2,440-33.4% |
| Participant deferral / active EE | $2,496 | $2,690-7.2% | $3,336-25.2% | $3,607-30.8% |
| Admin fee / account holder | $247 | $4,013-93.8% | $6,420-96.1% | $5,124-95.2% |