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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,251 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $43,355 |
UNITED 401(K) PLANS, INC.2 years Service code 15 · EIN 20-5321813 | Recordkeeping | $6,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,783 | $92,985+36.3% | $153,485-17.4% | $80,856+56.8% |
| Participation rate | 96.8% | 69.0%+27.9pp | 77.1%+19.7pp | 67.6%+29.2pp |
| Annual return | 11.72% | 19.95%-8.2pp | 15.65%-3.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,408 | $3,507+54.2% | $5,039+7.3% | $2,755+96.3% |
| Participant deferral / active EE | $13,060 | $5,178+152.2% | $6,757+93.3% | $4,296+204.0% |
| Admin fee / account holder | $537 | $8,880-94.0% | $12,724-95.8% | $6,918-92.2% |