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 | $19,323 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $12,796 |
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 | $32,691 | $54,229-39.7% | $70,092-53.4% | $68,494-52.3% |
| Participation rate | 83.0% | 64.5%+18.5pp | 70.5%+12.5pp | 67.9%+15.1pp |
| Annual return | -13.94% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,730 | $2,018-14.3% | $2,559-32.4% | $2,596-33.4% |
| Participant deferral / active EE | $2,772 | $2,956-6.2% | $3,849-28.0% | $4,027-31.2% |
| Admin fee / account holder | $276 | $4,694-94.1% | $6,267-95.6% | $5,403-94.9% |