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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,944 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $2,252 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,062 | $72,770-72.4% | $67,652-70.3% | $55,191-63.6% |
| Participation rate | 75.5% | 78.8%-3.2pp | 75.7%-0.1pp | 69.2%+6.4pp |
| Annual return | 1.27% | -3.26%+4.5pp | 6625.04%-6623.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $672 | $1,769-62.0% | $2,266-70.3% | $1,899-64.6% |
| Participant deferral / active EE | $1,924 | $3,408-43.6% | $3,560-46.0% | $3,046-36.8% |
| Admin fee / account holder | $26 | $79-67.6% | $4,821-99.5% | $91-71.9% |