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 8-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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $19,367 |
PENSION ASSURANCE LLP2 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 15 · EIN 34-1944384 | Recordkeeping | $2,880 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,869 | $86,286-29.5% | $111,297-45.3% | $85,850-29.1% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 14.85% | 19.99%-5.1pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $7,624 | $2,043+273.2% | $2,731+179.2% | $2,565+197.2% |
| Participant deferral / active EE | $3,432 | $3,641-5.7% | $4,487-23.5% | $3,952-13.2% |
| Admin fee / account holder | $247 | $8,188-97.0% | $7,964-96.9% | $6,260-96.0% |