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 27 · EIN 47-1411118 | Advisory (Plan) | $23,934 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,683 |
Service code 15 · EIN 20-2668095 | Recordkeeping | $13,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,404 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,099 | $42,353+51.3% | $79,550-19.4% | $64,808-1.1% |
| Participation rate | 99.9% | 64.8%+35.1pp | 69.5%+30.4pp | 71.5%+28.4pp |
| Annual return | -14.75% | -12.24%-2.5pp | 0.16%-14.9pp | 32.82%-47.6pp |
| Employer contribution / active EE | $4,053 | $1,181+243.3% | $2,413+67.9% | $2,506+61.7% |
| Participant deferral / active EE | $4,586 | $3,170+44.7% | $3,985+15.1% | $4,310+6.4% |
| Admin fee / account holder | $243 | $160+52.5% | $6,832-96.4% | $188+29.6% |