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: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $24,833 |
ATLANTIC PENSION SERVICES, INC.3+ 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 | $37,334 | $63,156-40.9% | $122,332-69.5% | $62,292-40.1% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.20% | 20.61%-5.4pp | 30.27%-15.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $968 | $1,385-30.1% | $4,050-76.1% | $2,042-52.6% |
| Participant deferral / active EE | $2,507 | $2,321+8.0% | $3,287-23.7% | $3,169-20.9% |
| Admin fee / account holder | $185 | $440-58.0% | $5,478-96.6% | $479-61.5% |