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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,469 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,960 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,190 | $45,073-24.1% | $69,455-50.8% | $72,985-53.2% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.6%+17.7pp | 69.5%+22.8pp |
| Annual return | 6.38% | 22.65%-16.3pp | 28.97%-22.6pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,639 | $2,054-20.2% | $2,779-41.0% | $2,440-32.8% |
| Participant deferral / active EE | $1,467 | $2,602-43.6% | $3,535-58.5% | $3,607-59.3% |
| Admin fee / account holder | $116 | $3,056-96.2% | $3,839-97.0% | $5,124-97.7% |