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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,692 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $1,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,871 | $34,308-18.8% | $74,701-62.7% | $72,985-61.8% |
| Participation rate | 37.1% | 42.4%-5.3pp | 54.5%-17.4pp | 69.5%-32.4pp |
| Annual return | 24.81% | 26.58%-1.8pp | 752.92%-728.1pp | 81.00%-56.2pp |
| Employer contribution / active EE | $548 | $692-20.8% | $1,084-49.4% | $2,440-77.5% |
| Participant deferral / active EE | $1,134 | $1,271-10.8% | $1,964-42.2% | $3,607-68.6% |
| Admin fee / account holder | $170 | $2,124-92.0% | $3,333-94.9% | $5,124-96.7% |