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 RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $22,172 |
ATLANTIC PENSION SERVICES, INC.2+ years Service code 15 · EIN 23-2942715 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,883 | $41,377-20.5% | $109,313-69.9% | $62,891-47.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.67% | 11.05%-5.4pp | 22.07%-16.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $842 | $1,276-34.1% | $3,892-78.4% | $2,281-63.1% |
| Participant deferral / active EE | $2,692 | $2,045+31.7% | $3,166-15.0% | $3,203-15.9% |
| Admin fee / account holder | $176 | $2,884-93.9% | $5,666-96.9% | $4,296-95.9% |