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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 | $12,766 |
STALKER & ASSOCIATES, INC.8 years Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $5,666 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA FINANCIAL GROUP Service code 22 | Insurance Broker | $5,197 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA FINANCIAL Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,168 | $60,323-13.5% | $81,812-36.2% | $74,495-30.0% |
| Participation rate | 95.2% | 62.9%+32.3pp | 72.3%+22.8pp | 67.2%+28.0pp |
| Annual return | 13.77% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,441 | $3,387+90.1% | $4,319+49.1% | $4,346+48.2% |
| Admin fee / account holder | $58 | $1,486-96.1% | $7,386-99.2% | $1,942-97.0% |