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, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,504 |
ARGI INVESTMENT SERVICES LLC2 years Service code 27 · EIN 27-1003080 | Advisory (Plan) | $18,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,667 | $89,652-40.1% | $141,162-62.0% | $65,185-17.7% |
| Participation rate | 81.9% | 74.7%+7.2pp | 82.5%-0.6pp | 70.2%+11.7pp |
| Annual return | 21.88% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,264 | $3,065-26.1% | $4,735-52.2% | $2,177+4.0% |
| Participant deferral / active EE | $3,951 | $5,691-30.6% | $6,709-41.1% | $3,514+12.4% |
| Admin fee / account holder | $321 | $569-43.6% | $10,261-96.9% | $847-62.1% |