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 15 · EIN 42-1484983 | Recordkeeping | $13,524 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,463 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,918 | $34,934-80.2% | $56,411-87.7% | $74,495-90.7% |
| Participation rate | 75.9% | 32.8%+43.0pp | 52.5%+23.4pp | 67.2%+8.7pp |
| Annual return | 12.20% | 25.94%-13.7pp | 1701.33%-1689.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,403 | $1,170+19.8% | $1,952-28.1% | $4,346-67.7% |
| Admin fee / account holder | $110 | $2,364-95.4% | $2,829-96.1% | $1,942-94.3% |