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 | $27,773 |
ATLANTIC PENSION SERVICES, INC.4+ years Service code 15 · EIN 23-2942715 | Recordkeeping | $0 |
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 | $34,727 | $44,221-21.5% | $121,196-71.3% | $56,287-38.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | -6.35% | -3.58%-2.8pp | 16.93%-23.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $904 | $1,480-38.9% | $4,022-77.5% | $2,111-57.2% |
| Participant deferral / active EE | $2,410 | $2,521-4.4% | $3,344-27.9% | $3,350-28.0% |
| Admin fee / account holder | $198 | $480-58.7% | $5,019-96.0% | $521-61.9% |