Filed December 8, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $489,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,089 | $113,293+25.4% | $67,502+110.5% | $199,593-28.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 12.55% | 15.88%-3.3pp | 3512.12%-3499.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $8,997 | $3,401+164.6% | $2,731+229.4% | $3,034+196.5% |
| Participant deferral / active EE | $8,681 | $4,159+108.7% | $4,000+117.0% | $5,087+70.6% |
| Admin fee / account holder | $42 | $103-59.3% | $3,998-99.0% | $269-84.5% |