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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,819 |
NATIONAL RETIREMENT SERVICES, INC.1+ years Filed as: NATIONAL RETIREMENT SERVICES INC Service code 15 · EIN 33-0962367 | Recordkeeping | $1,363 |
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 | $27,283 | $62,324-56.2% | $68,509-60.2% | $55,191-50.6% |
| Participation rate | 87.8% | 78.9%+8.9pp | 74.7%+13.1pp | 69.2%+18.7pp |
| Annual return | -0.45% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $746 | $2,223-66.4% | $2,278-67.2% | $1,899-60.7% |
| Participant deferral / active EE | $1,836 | $3,425-46.4% | $3,382-45.7% | $3,046-39.7% |
| Admin fee / account holder | $29 | $91-68.0% | $5,275-99.4% | $91-67.7% |