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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.
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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 | $11,962 |
STONEHENGE CONSULTING, PLC1+ years Service code 17 · EIN 61-1441770 | Pension Consulting | $5,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,932 | $107,378-75.8% | $108,579-76.1% | $57,658-55.0% |
| Participation rate | 98.7% | 77.1%+21.6pp | 79.6%+19.1pp | 70.2%+28.4pp |
| Annual return | 7.70% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $444 | $1,782-75.1% | $3,758-88.2% | $1,974-77.5% |
| Participant deferral / active EE | $2,309 | $3,221-28.3% | $4,311-46.4% | $3,061-24.5% |
| Admin fee / account holder | $34 | $108-68.2% | $7,645-99.5% | $95-63.5% |