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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 13 · EIN 39-0989781 | Contract Administrator | $9,190 |
ASCENSUS LLC2+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $1,750 |
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 | $25,511 | $62,928-59.5% | $172,739-85.2% | $67,579-62.3% |
| Participation rate | 58.0% | 64.5%-6.5pp | 82.6%-24.7pp | 71.3%-13.3pp |
| Annual return | 30.44% | 30.36%+0.1pp | 802.84%-772.4pp | 378.56%-348.1pp |
| Employer contribution / active EE | $1,652 | $1,636+1.0% | $5,143-67.9% | $2,148-23.1% |
| Participant deferral / active EE | $2,529 | $2,145+17.9% | $5,198-51.3% | $3,539-28.5% |
| Admin fee / account holder | $88 | $167-47.4% | $13,954-99.4% | $142-38.4% |