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 LIFE INS COMPANY Service code 15 · EIN 39-0989781 11111 SAMTA MONICA BLVD · LOS ANGELES, CA 90025 | Recordkeeping | $12,196 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $11,732 |
STALKER & ASSOCIATES, INC.7 years Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $8,216 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA FINANCIAL GROUP Service code 22 | Insurance Broker | $6,063 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA FINANCIAL Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,045 | $58,264-21.0% | $86,612-46.8% | $71,457-35.6% |
| Participation rate | 93.9% | 65.0%+28.9pp | 71.7%+22.2pp | 67.9%+26.0pp |
| Annual return | 18.29% | 21.63%-3.3pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,338 | $2,574+29.7% | $3,022+10.4% | $2,588+29.0% |
| Participant deferral / active EE | $7,101 | $3,436+106.7% | $4,438+60.0% | $4,289+65.6% |
| Admin fee / account holder | $57 | $1,057-94.6% | $5,614-99.0% | $1,587-96.4% |