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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICAFINANCIALLIFEINSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $77,181 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $28,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,225 | $53,136-37.5% | $155,509-78.6% | $199,593-83.4% |
| Participation rate | 71.5% | 64.1%+7.4pp | 78.2%-6.7pp | 72.0%-0.5pp |
| Annual return | 12.27% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $561 | $1,851-69.7% | $4,672-88.0% | $3,034-81.5% |
| Participant deferral / active EE | $2,351 | $3,161-25.6% | $5,626-58.2% | $5,087-53.8% |
| Admin fee / account holder | $118 | $185-36.4% | $15,912-99.3% | $269-56.1% |